Beam Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,675
| Closed | -$1.1M | – | 112 |
|
|
2022
Q3 | $1.1M | Buy |
10,675
+3,326
| +45% | +$341K | 1.22% | 28 |
|
|
2022
Q2 | $782K | Buy |
+7,349
| New | +$782K | 0.87% | 40 |
|
|
2020
Q2 | – | Sell |
-5,859
| Closed | -$662K | – | 156 |
|
|
2020
Q1 | $662K | Sell |
5,859
-8,949
| -60% | -$1.01M | 0.66% | 48 |
|
|
2019
Q4 | $1.69M | Buy |
+14,808
| New | +$1.69M | 1.57% | 11 |
|