Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$57.4K | – | 1217 |
|
|
2020
Q3 | $57.4K | Hold |
1,000
| – | – | ﹤0.01% | 479 |
|
|
2020
Q2 | $57.5K | Hold |
1,000
| – | – | ﹤0.01% | 471 |
|
|
2020
Q1 | $56.5K | Hold |
1,000
| – | – | ﹤0.01% | 442 |
|
|
2019
Q4 | $57.1K | Hold |
1,000
| – | – | ﹤0.01% | 505 |
|
|
2019
Q3 | $57.2K | Buy |
+1,000
| New | +$57.2K | ﹤0.01% | 505 |
|
|
2019
Q1 | – | Sell |
-1,282
| Closed | -$70.2K | – | 753 |
|
|
2018
Q4 | $70.2K | Buy |
+1,282
| New | +$70.2K | ﹤0.01% | 350 |
|