HARVEST GROUP WEALTH MANAGEMENT, LLC MBB Holdings History
HARVEST GROUP WEALTH MANAGEMENT, LLC's iShares MBS ETF Holding Summary
As of 2023-03-31, HARVEST GROUP WEALTH MANAGEMENT, LLC held 76,901.00 shares of iShares MBS ETF(MBB), totaling $7.28 Mil. This investment constitutes 4.53% of their stock portfolio, and HARVEST GROUP WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2022Q1. And since then HARVEST GROUP WEALTH MANAGEMENT, LLC has made 3 purchases of MBB, at an average price of $103.65, for a total of 103,132.00 shares. In addition, there have been 2 sales at an average price of $94.78 for 26,231.00 shares. Based on historical transaction data and MBB's current price of $92.71, HARVEST GROUP WEALTH MANAGEMENT, LLC's estimated gain on his MBB holdings is $-1.07 Mil, reflecting a -10.04% gain to date.
HARVEST GROUP WEALTH MANAGEMENT, LLC MBB ($92.71) Holding Chart
HARVEST GROUP WEALTH MANAGEMENT, LLC MBB ($92.71) 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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