Bouchey Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-125,422
| Closed | -$7.27M | – | 107 |
|
2021
Q4 | $7.27M | Buy |
125,422
+2,427
| +2% | +$141K | 0.98% | 22 |
|
2021
Q3 | $7.12M | Buy |
122,995
+10,139
| +9% | +$587K | 0.99% | 22 |
|
2021
Q2 | $6.6M | Buy |
112,856
+2,961
| +3% | +$173K | 1.05% | 16 |
|
2021
Q1 | $6.34M | Buy |
109,895
+5,371
| +5% | +$310K | 1.02% | 18 |
|
2020
Q4 | $6.09M | Buy |
104,524
+2,975
| +3% | +$173K | 1.04% | 18 |
|
2020
Q3 | $5.83M | Buy |
101,549
+5,167
| +5% | +$297K | 1.13% | 19 |
|
2020
Q2 | $5.55M | Buy |
96,382
+14,730
| +18% | +$847K | 1.17% | 17 |
|
2020
Q1 | $4.61M | Buy |
81,652
+2,236
| +3% | +$126K | 1.23% | 19 |
|
2019
Q4 | $4.53M | Buy |
79,416
+8,640
| +12% | +$493K | 1.04% | 20 |
|
2019
Q3 | $4.05M | Buy |
70,776
+6,783
| +11% | +$388K | 0.97% | 22 |
|
2019
Q2 | $3.63M | Buy |
63,993
+3,705
| +6% | +$210K | 0.89% | 22 |
|
2019
Q1 | $3.37M | Sell |
60,288
-8,392
| -12% | -$469K | 0.84% | 24 |
|
2018
Q4 | $3.76M | Sell |
68,680
-7,595
| -10% | -$416K | 1.07% | 24 |
|
2018
Q3 | $4.15M | Sell |
76,275
-11,180
| -13% | -$608K | 1.02% | 23 |
|
2018
Q2 | $4.79M | Sell |
87,455
-1,545
| -2% | -$84.7K | 1.3% | 21 |
|
2018
Q1 | $4.88M | Buy |
89,000
+6,190
| +7% | +$339K | 1.4% | 20 |
|
2017
Q4 | $4.62M | Buy |
82,810
+7,860
| +10% | +$438K | 1.34% | 22 |
|
2017
Q3 | $4.2M | Buy |
74,950
+350
| +0.5% | +$19.6K | 1.31% | 22 |
|
2017
Q2 | $4.16M | Buy |
74,600
+2,030
| +3% | +$113K | 1.33% | 23 |
|
2017
Q1 | $4M | Buy |
+72,570
| New | +$4M | 1.39% | 24 |
|
2015
Q4 | – | Sell |
-39,952
| Closed | -$2.21M | – | 68 |
|
2015
Q3 | $2.21M | Sell |
39,952
-610
| -2% | -$33.8K | 1.07% | 25 |
|
2015
Q2 | $2.22M | Buy |
40,562
+1,630
| +4% | +$89.3K | 0.95% | 27 |
|
2015
Q1 | $2.19M | Buy |
38,932
+1,972
| +5% | +$111K | 0.98% | 28 |
|
2014
Q4 | $2.06M | Buy |
36,960
+970
| +3% | +$54.1K | 0.97% | 29 |
|
2014
Q3 | $2M | Buy |
35,990
+15,870
| +79% | +$881K | 1.01% | 33 |
|
2014
Q2 | $1.11M | Buy |
+20,120
| New | +$1.11M | 0.59% | 38 |
|