Baldwin Wealth Partners’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-700
| Closed | -$39K | – | 492 |
|
|
2017
Q3 | $39K | Hold |
700
| – | – | 0.01% | 307 |
|
|
2017
Q2 | $39K | Hold |
700
| – | – | 0.01% | 320 |
|
|
2017
Q1 | $39K | Hold |
700
| – | – | 0.01% | 314 |
|
|
2016
Q4 | $38K | Hold |
700
| – | – | 0.01% | 308 |
|
|
2016
Q3 | $40K | Hold |
700
| – | – | 0.01% | 319 |
|
|
2016
Q2 | $40K | Buy |
700
+400
| +133% | +$22.9K | 0.01% | 284 |
|
|
2016
Q1 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 373 |
|