BWP
Bernardo Wealth Planning’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
144,828
-19,072
| -12% | -$455K | 0.75% | 27 |
|
|
2025
Q1 | $3.93M | Sell |
163,900
-5,995
| -4% | -$144K | 0.94% | 25 |
|
|
2024
Q4 | $4.06M | Sell |
169,895
-25,454
| -13% | -$609K | 0.97% | 25 |
|
|
2024
Q3 | $4.77M | Sell |
195,349
-7,234
| -4% | -$177K | 1.16% | 23 |
|
|
2024
Q2 | $4.9M | Buy |
202,583
+16,742
| +9% | +$405K | 1.32% | 21 |
|
|
2024
Q1 | $4.53M | Buy |
185,841
+5,596
| +3% | +$136K | 1.26% | 21 |
|
|
2023
Q4 | $4.43M | Buy |
180,245
+86,408
| +92% | +$2.12M | 1.4% | 19 |
|
|
2023
Q3 | $2.21M | Buy |
93,837
+22,236
| +31% | +$523K | 0.87% | 24 |
|
|
2023
Q2 | $1.74M | Buy |
71,601
+9,577
| +15% | +$233K | 0.69% | 29 |
|
|
2023
Q1 | $1.53M | Buy |
62,024
+8
| +0% | +$197 | 0.65% | 30 |
|
|
2022
Q4 | $1.5M | Buy |
+62,016
| New | +$1.5M | 0.7% | 27 |
|