Cary Street Partners Investment Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,079
| Closed | -$224K | – | 1221 |
|
|
2023
Q3 | $224K | Buy |
5,079
+1,112
| +28% | +$49K | 0.01% | 527 |
|
|
2023
Q2 | $183K | Hold |
3,967
| – | – | 0.01% | 530 |
|
|
2023
Q1 | $184K | Hold |
3,967
| – | – | 0.01% | 484 |
|
|
2022
Q4 | $181K | Hold |
3,967
| – | – | 0.01% | 485 |
|
|
2022
Q3 | $173K | Buy |
+3,967
| New | +$173K | 0.01% | 464 |
|
|
2020
Q4 | – | Sell |
-1,112
| Closed | -$57K | – | 614 |
|
|
2020
Q3 | $57K | Buy |
+1,112
| New | +$57K | 0.01% | 471 |
|