BAR HARBOR WEALTH MANAGEMENT MTBA Holdings History
BAR HARBOR WEALTH MANAGEMENT's Simplify MBS ETF Holding Summary
As of 2025-03-31, BAR HARBOR WEALTH MANAGEMENT held 278,851.00 shares of Simplify MBS ETF(MTBA), totaling $13.98 Mil. This investment constitutes 0.93% of their stock portfolio, and BAR HARBOR WEALTH MANAGEMENT now holds 0.89% of the outstanding Simplify MBS ETF(MTBA) stock.
The initial trade took place in 2024Q1. And since then BAR HARBOR WEALTH MANAGEMENT has made 4 purchases of MTBA, at an average price of $50.54, for a total of 493,833.00 shares. In addition, there have been 1 sales at an average price of $51.26 for 214,982.00 shares. Based on historical transaction data and MTBA's current price of $49.82, BAR HARBOR WEALTH MANAGEMENT's estimated gain on his MTBA holdings is $-44,169.44, reflecting a -0.18% gain to date.
BAR HARBOR WEALTH MANAGEMENT MTBA ($49.82) Holding Chart
BAR HARBOR WEALTH MANAGEMENT MTBA ($49.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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