Capital Directions Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $79.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $164K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $167K | Hold |
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|
2020
Q3 | $167K | Hold |
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|
2020
Q2 | $166K | Buy |
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|
2020
Q1 | $161K | Hold |
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|
2019
Q4 | $162K | Hold |
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|
2019
Q3 | $162K | Hold |
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|
2019
Q2 | $162K | Buy |
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|
2019
Q1 | $117K | Sell |
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|
2018
Q4 | $119K | Sell |
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|
2018
Q3 | $176K | Buy |
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|
2018
Q2 | $92K | Sell |
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|
2018
Q1 | $126K | Sell |
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|
2017
Q4 | $1.58M | Hold |
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|
2017
Q3 | $1.59M | Hold |
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|
2017
Q2 | $1.59M | Sell |
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|
2017
Q1 | $1.63M | Hold |
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|
2016
Q4 | $1.63M | Hold |
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|
2016
Q3 | $1.64M | Hold |
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|
2016
Q2 | $1.64M | Sell |
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|
2016
Q1 | $1.71M | Sell |
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|
2015
Q4 | $1.75M | Buy |
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|
2015
Q3 | $1.67M | Buy |
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|
2015
Q2 | $1.64M | Sell |
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|
2015
Q1 | $1.7M | Buy |
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|
2014
Q4 | $1.6M | Buy |
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|
2014
Q3 | $226K | Buy |
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|
2014
Q2 | $127K | Hold |
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|
2014
Q1 | $127K | Hold |
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|
2013
Q4 | $127K | Hold |
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|
2013
Q3 | $127K | Sell |
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|
2013
Q2 | $315K | Buy |
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