Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,966
| Closed | -$202K | – | 132 |
|
|
2022
Q3 | $202K | Buy |
1,966
+5
| +0.3% | +$514 | 0.12% | 123 |
|
|
2022
Q2 | $209K | Sell |
1,961
-172
| -8% | -$18.3K | 0.13% | 122 |
|
|
2022
Q1 | $234K | Sell |
2,133
-1,106
| -34% | -$121K | 0.1% | 121 |
|
|
2021
Q4 | $377K | Sell |
3,239
-2,006
| -38% | -$233K | 0.17% | 101 |
|
|
2021
Q3 | $609K | Sell |
5,245
-3,741
| -42% | -$434K | 0.32% | 76 |
|
|
2021
Q2 | $1.05M | Sell |
8,986
-1,455
| -14% | -$171K | 0.57% | 36 |
|
|
2021
Q1 | $1.21M | Sell |
10,441
-1,948
| -16% | -$226K | 0.68% | 32 |
|
|
2020
Q4 | $1.45M | Sell |
12,389
-1,194
| -9% | -$140K | 0.97% | 22 |
|
|
2020
Q3 | $1.58M | Sell |
13,583
-4,855
| -26% | -$563K | 1.31% | 16 |
|
|
2020
Q2 | $2.13M | Buy |
+18,438
| New | +$2.13M | 1.89% | 11 |
|