Carroll Financial Associates’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $503K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $277K | Hold |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $832K | Sell |
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|
2020
Q1 | $969K | Buy |
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|
2019
Q4 | $402K | Sell |
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|
2019
Q3 | $468K | Sell |
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|
2019
Q2 | $468K | Buy |
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|
2019
Q1 | $356K | Buy |
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|
2018
Q4 | $305K | Hold |
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|
2018
Q3 | $302K | Sell |
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|
2018
Q2 | $345K | Sell |
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|
2018
Q1 | $382K | Sell |
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|
2017
Q4 | $592K | Buy |
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|
2017
Q3 | $526K | Sell |
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|
2017
Q2 | $545K | Sell |
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|
2017
Q1 | $566K | Sell |
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|
2016
Q4 | $687K | Sell |
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|
2016
Q3 | $943K | Buy |
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|
2016
Q2 | $843K | Buy |
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|
2016
Q1 | $802K | Buy |
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|
2015
Q4 | $475K | Buy |
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|
2015
Q3 | $260K | Buy |
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|
2015
Q2 | $208K | Buy |
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|
2015
Q1 | $128K | Buy |
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|
2014
Q4 | $96K | Hold |
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|
2014
Q3 | $94K | Sell |
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|
2014
Q2 | $101K | Hold |
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|
2014
Q1 | $99K | Hold |
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|
2013
Q4 | $96K | Buy |
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|
2013
Q3 | $21K | Sell |
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|
2013
Q2 | $0 | Buy |
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