A detailed history of Calton & Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Calton & Associates, Inc. holds 2,158 shares of MBB stock, worth $199,032. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,158
Previous 824 161.89%
Holding current value
$199,032
Previous $78,000 164.1%
% of portfolio
0.08%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$90.85 - $96.66 $121,193 - $128,944
1,334 Added 161.89%
2,158 $206,000
Q3 2024

Oct 18, 2024

BUY
$90.85 - $96.66 $74,860 - $79,647
824 New
824 $78,000
Q1 2018

Apr 17, 2018

SELL
$103.91 - $106.56 $247,305 - $253,612
-2,380 Closed
0 $0
Q4 2017

Feb 05, 2018

BUY
$106.18 - $107.25 $252,708 - $255,255
2,380
2,380 $251,000

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.