CCG Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,401
| Closed | -$384K | – | 67 |
|
|
2020
Q1 | $384K | Sell |
3,401
-738
| -18% | -$83.3K | 0.37% | 33 |
|
|
2019
Q4 | $471K | Hold |
4,139
| – | – | 0.3% | 47 |
|
|
2019
Q3 | $472K | Hold |
4,139
| – | – | 0.32% | 44 |
|
|
2019
Q2 | $468K | Hold |
4,139
| – | – | 0.33% | 42 |
|
|
2019
Q1 | $460K | Sell |
4,139
-55
| -1% | -$6.11K | 0.37% | 42 |
|
|
2018
Q4 | $457K | Buy |
+4,194
| New | +$457K | 0.44% | 39 |
|