Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,000
| Closed | -$52K | – | 1187 |
|
|
2015
Q2 | $52K | Buy |
+3,000
| New | +$52K | 0.01% | 367 |
|
|
2014
Q4 | – | Sell |
-3,000
| Closed | -$52K | – | 874 |
|
|
2014
Q3 | $52K | Hold |
3,000
| – | – | 0.02% | 303 |
|
|
2014
Q2 | $53K | Hold |
3,000
| – | – | 0.01% | 320 |
|
|
2014
Q1 | $53K | Hold |
3,000
| – | – | 0.02% | 297 |
|
|
2013
Q4 | $52K | Sell |
3,000
-871
| -23% | -$15.1K | 0.02% | 275 |
|
|
2013
Q3 | $67K | Hold |
3,871
| – | – | 0.03% | 247 |
|
|
2013
Q2 | $67K | Buy |
+3,871
| New | +$67K | 0.03% | 201 |
|