BDO Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $902 | Buy |
20
+1
| +5% | +$45 | ﹤0.01% | 905 |
|
|
2023
Q1 | $904 | Hold |
19
| – | – | ﹤0.01% | 970 |
|
|
2022
Q4 | $882 | Sell |
19
-950
| -98% | -$44.1K | ﹤0.01% | 910 |
|
|
2022
Q3 | $42K | Hold |
969
| – | – | 0.01% | 434 |
|
|
2022
Q2 | $44K | Sell |
969
-3,200
| -77% | -$145K | 0.01% | 423 |
|
|
2022
Q1 | $197K | Sell |
4,169
-1,000
| -19% | -$47.3K | 0.02% | 270 |
|
|
2021
Q4 | $265K | Sell |
5,169
-1,200
| -19% | -$61.5K | 0.03% | 247 |
|
|
2021
Q3 | $326K | Hold |
6,369
| – | – | 0.04% | 224 |
|
|
2021
Q2 | $330K | Hold |
6,369
| – | – | 0.04% | 231 |
|
|
2021
Q1 | $326K | Hold |
6,369
| – | – | 0.04% | 222 |
|
|
2020
Q4 | $331K | Hold |
6,369
| – | – | 0.05% | 186 |
|
|
2020
Q3 | $327K | Buy |
6,369
+1
| +0% | +$51 | 0.05% | 169 |
|
|
2020
Q2 | $324K | Buy |
6,368
+18
| +0.3% | +$916 | 0.06% | 163 |
|
|
2020
Q1 | $312K | Sell |
6,350
-150
| -2% | -$7.37K | 0.06% | 154 |
|
|
2019
Q4 | $326K | Hold |
6,500
| – | – | 0.08% | 145 |
|
|
2019
Q3 | $327K | Hold |
6,500
| – | – | 0.08% | 144 |
|
|
2019
Q2 | $323K | Hold |
6,500
| – | – | 0.09% | 136 |
|
|
2019
Q1 | $317K | Hold |
6,500
| – | – | 0.09% | 134 |
|
|
2018
Q4 | $309K | Buy |
+6,500
| New | +$309K | 0.11% | 119 |
|