BWG
AFB
Balanced Wealth Group’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Sell |
14,313
-98,717
| -87% | -$1M | 0.06% | 70 |
|
|
2025
Q1 | $1.23M | Buy |
113,030
+12,035
| +12% | +$131K | 0.59% | 23 |
|
|
2024
Q4 | $1.12M | Buy |
100,995
+19,318
| +24% | +$214K | 0.5% | 25 |
|
|
2024
Q3 | $964K | Buy |
81,677
+12,819
| +19% | +$151K | 0.43% | 28 |
|
|
2024
Q2 | $762K | Sell |
68,858
-19,861
| -22% | -$220K | 0.35% | 32 |
|
|
2024
Q1 | $963K | Buy |
88,719
+20,313
| +30% | +$221K | 0.43% | 30 |
|
|
2023
Q4 | $742K | Buy |
+68,406
| New | +$742K | 0.39% | 35 |
|