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Ishares Tr msci lw crb tg shares owned by Lee Financial

Quarter-by-quarter ownership of Ishares Tr msci lw crb tg (CRBN) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in Ishares Tr msci lw crb tg

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All positions including Ishares Tr msci lw crb tg held by Lee Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci lw crb tg by Lee Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $30k 180 165.48
2023-09-30 $27k 180 150.25
2023-06-30 $28k 180 156.39
2023-03-31 $137k 923 147.94
2022-12-31 $128k 923 138.15
2022-09-30 $398k 3.1k 126.59
2022-06-30 $430k 3.1k 136.77
2022-03-31 $244k 1.5k 163.32
2021-12-31 $241k 1.4k 174.13
2021-09-30 $227k 1.4k 164.02
2021-06-30 $230k 1.4k 166.19
2021-03-31 $149k 954 156.18
2020-12-31 $139k 934 148.82
2020-09-30 $14k 105 133.33
2020-06-30 $13k 105 123.81
2020-03-31 $8.0k 80 100.00
2019-12-31 $10k 80 125.00