Abundance Wealth Counselors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,190
| Closed | -$2.87M | – | 155 |
|
|
2022
Q4 | $2.87M | Buy |
+27,190
| New | +$2.87M | 0.78% | 18 |
|
|
2022
Q2 | – | Sell |
-2,081
| Closed | -$228K | – | 152 |
|
|
2022
Q1 | $228K | Hold |
2,081
| – | – | 0.06% | 132 |
|
|
2021
Q4 | $242K | Buy |
+2,081
| New | +$242K | 0.06% | 104 |
|
|
2021
Q3 | – | Sell |
-2,261
| Closed | -$265K | – | 91 |
|
|
2021
Q2 | $265K | Sell |
2,261
-551
| -20% | -$64.6K | 0.07% | 100 |
|
|
2021
Q1 | $326K | Sell |
2,812
-4,157
| -60% | -$482K | 0.08% | 69 |
|
|
2020
Q4 | $817K | Buy |
6,969
+4,157
| +148% | +$487K | 0.21% | 49 |
|
|
2020
Q3 | $326K | Hold |
2,812
| – | – | 0.09% | 72 |
|
|
2020
Q2 | $325K | Buy |
+2,812
| New | +$325K | 0.1% | 70 |
|