Carroll Financial Associates’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.33M | Buy |
12,382
+11,206
| +953% | +$1.2M | 0.07% | 159 |
|
2021
Q3 | $126K | Sell |
1,176
-1,244
| -51% | -$133K | 0.01% | 486 |
|
2021
Q2 | $260K | Buy |
2,420
+246
| +11% | +$26.4K | 0.01% | 362 |
|
2021
Q1 | $234K | Buy |
2,174
+61
| +3% | +$6.57K | 0.01% | 369 |
|
2020
Q4 | $228K | Buy |
2,113
+92
| +5% | +$9.93K | 0.02% | 339 |
|
2020
Q3 | $218K | Buy |
2,021
+1,393
| +222% | +$150K | 0.02% | 329 |
|
2020
Q2 | $67K | Buy |
+628
| New | +$67K | 0.01% | 579 |
|