CCG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,414
| Closed | -$217K | – | 65 |
|
|
2020
Q1 | $217K | Sell |
4,414
-937
| -18% | -$46.1K | 0.21% | 56 |
|
|
2019
Q4 | $269K | Hold |
5,351
| – | – | 0.17% | 71 |
|
|
2019
Q3 | $269K | Hold |
5,351
| – | – | 0.18% | 67 |
|
|
2019
Q2 | $266K | Hold |
5,351
| – | – | 0.19% | 62 |
|
|
2019
Q1 | $261K | Hold |
5,351
| – | – | 0.21% | 56 |
|
|
2018
Q4 | $254K | Buy |
+5,351
| New | +$254K | 0.25% | 54 |
|