AWM
CUMB
AE Wealth Management’s Virtus Cumberland Municipal Bond ETF CUMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,076
| Closed | -$325K | – | 665 |
|
|
2018
Q4 | $325K | Buy |
13,076
+2,606
| +25% | +$64.8K | 0.06% | 333 |
|
|
2018
Q3 | $256K | Buy |
+10,470
| New | +$256K | 0.01% | 491 |
|
|
2017
Q3 | – | Sell |
-7,876
| Closed | -$200K | – | 417 |
|
|
2017
Q2 | $200K | Buy |
+7,876
| New | +$200K | 0.02% | 361 |
|