Cahill Financial Advisors’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,408
| Closed | -$184K | – | 122 |
|
|
2016
Q1 | $184K | Buy |
+10,408
| New | +$184K | 0.14% | 110 |
|
|
2015
Q2 | – | Sell |
-12,000
| Closed | -$211K | – | 110 |
|
|
2015
Q1 | $211K | Sell |
12,000
-2,100
| -15% | -$36.9K | 0.16% | 98 |
|
|
2014
Q4 | $248K | Buy |
14,100
+1,000
| +8% | +$17.6K | 0.19% | 94 |
|
|
2014
Q3 | $232K | Sell |
13,100
-1,000
| -7% | -$17.7K | 0.19% | 100 |
|
|
2014
Q2 | $249K | Sell |
14,100
-5,980
| -30% | -$106K | 0.2% | 98 |
|
|
2014
Q1 | $354K | Hold |
20,080
| – | – | 0.3% | 70 |
|
|
2013
Q4 | $354K | Buy |
+20,080
| New | +$354K | 0.31% | 76 |
|