Avaii Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-11,021
| Closed | -$226K | – | 149 |
|
2023
Q2 | $226K | Sell |
11,021
-2,217
| -17% | -$45.5K | 0.17% | 130 |
|
2023
Q1 | $273K | Sell |
13,238
-513
| -4% | -$10.6K | 0.24% | 101 |
|
2022
Q4 | $277K | Sell |
13,751
-12,975
| -49% | -$262K | 0.25% | 94 |
|
2022
Q3 | $520K | Buy |
26,726
+2,722
| +11% | +$53K | 0.54% | 44 |
|
2022
Q2 | $484K | Sell |
24,004
-994
| -4% | -$20K | 0.52% | 32 |
|
2022
Q1 | $524K | Sell |
24,998
-1,689
| -6% | -$35.4K | 0.48% | 34 |
|
2021
Q4 | $600K | Buy |
+26,687
| New | +$600K | 0.6% | 32 |
|