BWA
Burt Wealth Advisors’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 | $1.68M | Buy |
70,430
+40,750
| +137% | +$972K | 0.38% | 32 |
|
|
2025
Q1 | $711K | Sell |
29,680
-800
| -3% | -$19.2K | 0.18% | 50 |
|
|
2024
Q4 | $732K | Sell |
30,480
-2,300
| -7% | -$55.2K | 0.19% | 52 |
|
|
2024
Q3 | $806K | Hold |
32,780
| – | – | 0.2% | 46 |
|
|
2024
Q2 | $793K | Sell |
32,780
-1,661
| -5% | -$40.2K | 0.21% | 46 |
|
|
2024
Q1 | $840K | Hold |
34,441
| – | – | 0.21% | 45 |
|
|
2023
Q4 | $846K | Buy |
+34,441
| New | +$846K | 0.24% | 42 |
|
|
2023
Q3 | – | Sell |
-18,700
| Closed | -$456K | – | 109 |
|
|
2023
Q2 | $456K | Buy |
18,700
+400
| +2% | +$9.74K | 0.14% | 58 |
|
|
2023
Q1 | $450K | Hold |
18,300
| – | – | 0.14% | 58 |
|
|
2022
Q4 | $442K | Buy |
+18,300
| New | +$442K | 0.15% | 62 |
|