AWS
AJ Wealth Strategies’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.28M | Sell |
136,353
-875
| -0.6% | -$40.3K | 0.3% | 49 |
|
|
2023
Q1 | $6.38M | Sell |
137,228
-2,715
| -2% | -$126K | 0.33% | 41 |
|
|
2022
Q4 | $6.38M | Buy |
139,943
+73,949
| +112% | +$3.37M | 0.34% | 46 |
|
|
2022
Q3 | $2.87M | Sell |
65,994
-12,133
| -16% | -$528K | 0.17% | 64 |
|
|
2022
Q2 | $3.57M | Sell |
78,127
-33,502
| -30% | -$1.53M | 0.19% | 58 |
|
|
2022
Q1 | $5.28M | Sell |
111,629
-15,208
| -12% | -$720K | 0.26% | 52 |
|
|
2021
Q4 | $6.5M | Sell |
126,837
-4,980
| -4% | -$255K | 0.31% | 42 |
|
|
2021
Q3 | $6.75M | Sell |
131,817
-21,456
| -14% | -$1.1M | 0.36% | 39 |
|
|
2021
Q2 | $7.94M | Buy |
153,273
+36,166
| +31% | +$1.87M | 0.47% | 26 |
|
|
2021
Q1 | $6M | Sell |
117,107
-11,079
| -9% | -$568K | 0.43% | 27 |
|
|
2020
Q4 | $6.67M | Sell |
128,186
-21,551
| -14% | -$1.12M | 0.58% | 24 |
|
|
2020
Q3 | $7.68M | Sell |
149,737
-72,057
| -32% | -$3.69M | 0.78% | 19 |
|
|
2020
Q2 | $11.3M | Sell |
221,794
-45,337
| -17% | -$2.31M | 1.25% | 13 |
|
|
2020
Q1 | $13.1M | Sell |
267,131
-292,262
| -52% | -$14.4M | 1.78% | 9 |
|
|
2019
Q4 | $28.1M | Sell |
559,393
-232,879
| -29% | -$11.7M | 3.28% | 9 |
|
|
2019
Q3 | $39.9M | Buy |
792,272
+548,700
| +225% | +$27.6M | 5.26% | 7 |
|
|
2019
Q2 | $12.1M | Buy |
243,572
+24,663
| +11% | +$1.23M | 1.79% | 14 |
|
|
2019
Q1 | $10.7M | Buy |
218,909
+19,485
| +10% | +$951K | 1.77% | 14 |
|
|
2018
Q4 | $9.47M | Sell |
199,424
-91,840
| -32% | -$4.36M | 1.83% | 14 |
|
|
2018
Q3 | $6.79M | Buy |
291,264
+23,099
| +9% | +$538K | 1.26% | 15 |
|
|
2018
Q2 | $6.32M | Buy |
268,165
+57,051
| +27% | +$1.34M | 1.3% | 15 |
|
|
2018
Q1 | $4.97M | Sell |
211,114
-184,027
| -47% | -$4.33M | 1.19% | 16 |
|
|
2017
Q4 | $9.51M | Buy |
395,141
+28,549
| +8% | +$687K | 2.37% | 11 |
|
|
2017
Q3 | $8.82M | Buy |
366,592
+53,510
| +17% | +$1.29M | 2.86% | 9 |
|
|
2017
Q2 | $7.49M | Buy |
313,082
+44,867
| +17% | +$1.07M | 2.84% | 9 |
|
|
2017
Q1 | $6.29M | Buy |
268,215
+5,140
| +2% | +$120K | 2.74% | 9 |
|
|
2016
Q4 | $6.1M | Buy |
+263,075
| New | +$6.1M | 3.15% | 8 |
|