Biltmore Family Office’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,125
| Closed | -$403K | – | 185 |
|
|
2020
Q1 | $403K | Hold |
7,125
| – | – | 0.26% | 91 |
|
|
2019
Q4 | $406K | Hold |
7,125
| – | – | 0.16% | 119 |
|
|
2019
Q3 | $408K | Hold |
7,125
| – | – | 0.18% | 109 |
|
|
2019
Q2 | $405K | Hold |
7,125
| – | – | 0.22% | 94 |
|
|
2019
Q1 | $398K | Hold |
7,125
| – | – | 0.2% | 101 |
|
|
2018
Q4 | $390K | Hold |
7,125
| – | – | 0.22% | 97 |
|
|
2018
Q3 | $387K | Hold |
7,125
| – | – | 0.18% | 104 |
|
|
2018
Q2 | $390K | Sell |
7,125
-1,825
| -20% | -$99.9K | 0.19% | 102 |
|
|
2018
Q1 | $490K | Hold |
8,950
| – | – | 0.22% | 103 |
|
|
2017
Q4 | $499K | Buy |
+8,950
| New | +$499K | 0.23% | 96 |
|