American Economic Planning Group’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3.11M | Buy |
61,727
+7,198
| +13% | +$362K | 0.85% | 13 |
|
|
2019
Q2 | $2.71M | Sell |
54,529
-418
| -0.8% | -$20.8K | 0.82% | 13 |
|
|
2019
Q1 | $2.68M | Sell |
54,947
-159,754
| -74% | -$7.79M | 0.84% | 12 |
|
|
2018
Q4 | $10.2M | Buy |
+214,701
| New | +$10.2M | 3.3% | 8 |
|
|
2018
Q3 | – | Sell |
-13,692
| Closed | -$645K | – | 73 |
|
|
2018
Q2 | $645K | Sell |
13,692
-446
| -3% | -$21K | 0.24% | 34 |
|
|
2018
Q1 | $665K | Hold |
14,138
| – | – | 0.24% | 40 |
|
|
2017
Q4 | $681K | Buy |
14,138
+2,077
| +17% | +$100K | 0.25% | 36 |
|
|
2017
Q3 | $580K | Buy |
12,061
+804
| +7% | +$38.7K | 0.22% | 36 |
|
|
2017
Q2 | $539K | Buy |
+11,257
| New | +$539K | 0.21% | 35 |
|