All Season Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,859
| Closed | -$202K | – | 116 |
|
|
2023
Q4 | $202K | Buy |
+1,859
| New | +$202K | 0.17% | 97 |
|
|
2023
Q2 | – | Sell |
-5,510
| Closed | -$594K | – | 116 |
|
|
2023
Q1 | $594K | Buy |
5,510
+111
| +2% | +$12K | 0.54% | 46 |
|
|
2022
Q4 | $570K | Buy |
+5,399
| New | +$570K | 0.5% | 50 |
|
|
2022
Q3 | – | Sell |
-13,841
| Closed | -$1.47M | – | 126 |
|
|
2022
Q2 | $1.47M | Buy |
+13,841
| New | +$1.47M | 1.26% | 22 |
|
|
2022
Q1 | – | Sell |
-11,864
| Closed | -$1.38M | – | 163 |
|
|
2021
Q4 | $1.38M | Sell |
11,864
-1,028
| -8% | -$120K | 0.96% | 28 |
|
|
2021
Q3 | $1.5M | Buy |
+12,892
| New | +$1.5M | 1.21% | 22 |
|