BPWA
Beacon Pointe Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.69M | Sell |
23,650
-1,589
| -6% | -$181K | 0.5% | 46 |
|
|
2019
Q3 | $2.88M | Buy |
25,239
+2,306
| +10% | +$263K | 0.61% | 35 |
|
|
2019
Q2 | $2.59M | Hold |
22,933
| – | – | 0.55% | 39 |
|
|
2019
Q1 | $2.55M | Sell |
22,933
-92
| -0.4% | -$10.2K | 0.58% | 37 |
|
|
2018
Q4 | $2.51M | Buy |
+23,025
| New | +$2.51M | 0.91% | 28 |
|