Ackerman Capital Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,471
| Closed | -$228K | – | 110 |
|
|
2023
Q3 | $228K | Sell |
4,471
-244
| -5% | -$12.5K | 0.06% | 85 |
|
|
2023
Q2 | $251K | Sell |
4,715
-194
| -4% | -$10.3K | 0.07% | 92 |
|
|
2023
Q1 | $263K | Hold |
4,909
| – | – | 0.07% | 84 |
|
|
2022
Q4 | $257K | Hold |
4,909
| – | – | 0.07% | 95 |
|
|
2022
Q3 | $248K | Hold |
4,909
| – | – | 0.07% | 84 |
|
|
2022
Q2 | $258K | Sell |
4,909
-145
| -3% | -$7.62K | 0.07% | 89 |
|
|
2022
Q1 | $276K | Sell |
5,054
-2,301
| -31% | -$126K | 0.07% | 98 |
|
|
2021
Q4 | $426K | Hold |
7,355
| – | – | 0.1% | 77 |
|
|
2021
Q3 | $426K | Hold |
7,355
| – | – | 0.1% | 71 |
|
|
2021
Q2 | $430K | Hold |
7,355
| – | – | 0.1% | 72 |
|
|
2021
Q1 | $424K | Hold |
7,355
| – | – | 0.1% | 77 |
|
|
2020
Q4 | $428K | Sell |
7,355
-1,398
| -16% | -$81.4K | 0.11% | 72 |
|
|
2020
Q3 | $503K | Sell |
8,753
-274
| -3% | -$15.7K | 0.14% | 57 |
|
|
2020
Q2 | $519K | Buy |
+9,027
| New | +$519K | 0.16% | 55 |
|