AMJ Financial Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-12,026
| Closed | -$1.32M | – | 73 |
|
2022
Q1 | $1.32M | Sell |
12,026
-57
| -0.5% | -$6.25K | 0.53% | 40 |
|
2021
Q4 | $1.41M | Buy |
12,083
+1,736
| +17% | +$202K | 0.51% | 40 |
|
2021
Q3 | $1.2M | Buy |
10,347
+2,499
| +32% | +$290K | 0.49% | 44 |
|
2021
Q2 | $920K | Buy |
7,848
+3,026
| +63% | +$355K | 0.4% | 49 |
|
2021
Q1 | $560K | Buy |
+4,822
| New | +$560K | 0.27% | 59 |
|