Capital Wealth Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,234
Closed -$237K 197
2020
Q1
$237K Sell
2,234
-1,216
-35% -$129K 0.01% 192
2019
Q4
$368K Sell
3,450
-112
-3% -$11.9K 0.02% 134
2019
Q3
$380K Hold
3,562
0.02% 162
2019
Q2
$380K Buy
+3,562
New +$380K 0.03% 154