BCWM
Bartlett & Co Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-212
| Closed | -$10.9K | – | 641 |
|
|
2021
Q3 | $10.9K | Hold |
212
| – | – | ﹤0.01% | 690 |
|
|
2021
Q2 | $11K | Hold |
212
| – | – | ﹤0.01% | 676 |
|
|
2021
Q1 | $10.9K | Hold |
212
| – | – | ﹤0.01% | 720 |
|
|
2020
Q4 | $11.1K | Hold |
212
| – | – | ﹤0.01% | 722 |
|
|
2020
Q3 | $10.9K | Hold |
212
| – | – | ﹤0.01% | 673 |
|
|
2020
Q2 | $10.8K | Hold |
212
| – | – | ﹤0.01% | 670 |
|
|
2020
Q1 | $10.4K | Hold |
212
| – | – | ﹤0.01% | 655 |
|
|
2019
Q4 | $10.7K | Hold |
212
| – | – | ﹤0.01% | 723 |
|
|
2019
Q3 | $10.7K | Sell |
212
-264
| -55% | -$13.3K | ﹤0.01% | 728 |
|
|
2019
Q2 | $23.7K | Hold |
476
| – | – | ﹤0.01% | 517 |
|
|
2019
Q1 | $23.2K | Hold |
476
| – | – | ﹤0.01% | 506 |
|
|
2018
Q4 | $22.6K | Sell |
476
-478
| -50% | -$22.7K | ﹤0.01% | 510 |
|
|
2018
Q3 | $22.2K | Buy |
954
+425
| +80% | +$9.91K | ﹤0.01% | 533 |
|
|
2018
Q2 | $12.5K | Hold |
529
| – | – | ﹤0.01% | 580 |
|
|
2018
Q1 | $12.5K | Buy |
+529
| New | +$12.5K | ﹤0.01% | 589 |
|