BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $545K | Sell |
5,108
-62
| -1% | -$6.62K | 0.05% | 161 |
|
|
2023
Q1 | $557K | Buy |
5,170
+62
| +1% | +$6.68K | 0.06% | 167 |
|
|
2022
Q4 | $539K | Buy |
5,108
+4,825
| +1,705% | +$509K | 0.06% | 161 |
|
|
2022
Q3 | $29K | Sell |
283
-250
| -47% | -$25.6K | ﹤0.01% | 436 |
|
|
2022
Q2 | $57K | Hold |
533
| – | – | 0.01% | 361 |
|
|
2022
Q1 | $58K | Hold |
533
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $62K | Sell |
533
-650
| -55% | -$75.6K | 0.01% | 396 |
|
|
2021
Q3 | $137K | Buy |
1,183
+650
| +122% | +$75.3K | 0.02% | 286 |
|
|
2021
Q2 | $62K | Hold |
533
| – | – | 0.01% | 362 |
|
|
2021
Q1 | $62K | Hold |
533
| – | – | 0.01% | 348 |
|
|
2020
Q4 | $62K | Buy |
+533
| New | +$62K | 0.01% | 330 |
|