Avidian Wealth Enterprises’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-87,211
| Closed | -$2.87M | – | 513 |
|
|
2021
Q3 | $2.87M | Buy |
87,211
+32,206
| +59% | +$1.06M | 0.22% | 74 |
|
|
2021
Q2 | $1.83M | Sell |
55,005
-45,123
| -45% | -$1.5M | 0.14% | 95 |
|
|
2021
Q1 | $3.21M | Buy |
100,128
+41,440
| +71% | +$1.33M | 0.27% | 62 |
|
|
2020
Q4 | $1.97M | Buy |
58,688
+35,901
| +158% | +$1.2M | 0.19% | 77 |
|
|
2020
Q3 | $760K | Buy |
22,787
+10,502
| +85% | +$350K | 0.09% | 115 |
|
|
2020
Q2 | $404K | Buy |
+12,285
| New | +$404K | 0.05% | 152 |
|