KCS Wealth Advisory MBB Holdings History
KCS Wealth Advisory's iShares MBS ETF Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 56,949.00 shares of iShares MBS ETF(MBB), totaling $5.06 Mil. This investment constitutes 2.16% of their stock portfolio, and KCS Wealth Advisory now holds 0.02% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2018Q2. And since then KCS Wealth Advisory has made 8 purchases of MBB, at an average price of $98.91, for a total of 83,962.00 shares. In addition, there have been 6 sales at an average price of $108.25 for 27,013.00 shares. Based on historical transaction data and MBB's current price of $93.11, KCS Wealth Advisory's estimated gain on his MBB holdings is $-77,872.71, reflecting a -0.94% gain to date.
KCS Wealth Advisory MBB ($93.11) Holding Chart
KCS Wealth Advisory MBB ($93.11) 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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