AWM

AllSquare Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

AllSquare Wealth Management’s Portfolio ITM Stock Details ITM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$23.9K	Hold	525	–	–	0.01%	294
2025 Q1	$23.9K	Hold	525	–	–	0.01%	283
2024 Q4	$24.2K	Hold	525	–	–	0.01%	282
2024 Q3	$24.6K	Hold	525	–	–	0.01%	289
2024 Q2	$24.1K	Hold	525	–	–	0.01%	279
2024 Q1	$24.4K	Hold	525	–	–	0.01%	273
2023 Q4	$24.7K	Hold	525	–	–	0.02%	272
2023 Q3	$23.2K	Sell	525 -50	-9%	-$2.21K	0.02%	279
2023 Q2	$26.3K	Hold	575	–	–	0.02%	275
2023 Q1	$26.7K	Hold	575	–	–	0.02%	275
2022 Q4	$26.2K	Hold	575	–	–	0.02%	266
2022 Q3	$25K	Hold	575	–	–	0.02%	259
2022 Q2	$26K	Hold	575	–	–	0.02%	267
2022 Q1	$27K	Hold	575	–	–	0.02%	282
2021 Q4	$29K	Hold	575	–	–	0.02%	285
2021 Q3	$29K	Sell	575 -210	-27%	-$10.6K	0.02%	278
2021 Q2	$41K	Hold	785	–	–	0.02%	255
2021 Q1	$40K	Hold	785	–	–	0.02%	249
2020 Q4	$41K	Hold	785	–	–	0.03%	218
2020 Q3	$40K	Hold	785	–	–	0.03%	216
2020 Q2	$40K	Hold	785	–	–	0.03%	207
2020 Q1	$39K	Hold	785	–	–	0.03%	180
2019 Q4	$39K	Hold	785	–	–	0.03%	210
2019 Q3	$39K	Hold	785	–	–	0.03%	211
2019 Q2	$39K	Hold	785	–	–	0.03%	214
2019 Q1	$38K	Hold	785	–	–	0.03%	220
2018 Q4	$37K	Sell	785 -1,133	-59%	-$53.4K	0.03%	205
2018 Q3	$45K	Hold	1,918	–	–	0.03%	186
2018 Q2	$45K	Buy	1,918 +96	+5%	+$2.25K	0.03%	184
2018 Q1	$43K	Hold	1,822	–	–	0.03%	158
2017 Q4	$44K	Hold	1,822	–	–	0.03%	155
2017 Q3	$44K	Hold	1,822	–	–	0.04%	153
2017 Q2	$44K	Hold	1,822	–	–	0.04%	77
2017 Q1	$43K	Hold	1,822	–	–	0.04%	145
2016 Q4	$42K	Hold	1,822	–	–	0.04%	147
2016 Q3	$45K	Sell	1,822 -456	-20%	-$11.3K	0.04%	129
2016 Q2	$57K	Buy	2,278 +328	+17%	+$8.21K	0.06%	107
2016 Q1	$47K	Hold	1,950	–	–	0.05%	121
2015 Q4	$47K	Hold	1,950	–	–	0.05%	120
2015 Q3	$46K	Hold	1,950	–	–	0.05%	121
2015 Q2	$45K	Hold	1,950	–	–	0.04%	125
2015 Q1	$46K	Hold	1,950	–	–	0.04%	128
2014 Q4	$46K	Buy	+1,950	New	+$46K	0.04%	124