Clear Perspective Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $377K | Hold |
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|
2021
Q1 | $373K | Hold |
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|
2020
Q4 | $377K | Sell |
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|
2020
Q3 | $662 | Buy |
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|
2020
Q2 | $310K | Hold |
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|
2020
Q1 | $304K | Hold |
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|
2019
Q4 | $306K | Sell |
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|
2019
Q3 | $324K | Buy |
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|
2019
Q2 | $248K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $173K | Sell |
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|
2018
Q1 | $180K | Hold |
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|
2017
Q4 | $183K | Hold |
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|
2017
Q3 | $183K | Buy |
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|
2017
Q2 | $80K | Hold |
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|
2017
Q1 | $79K | Hold |
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|
2016
Q4 | $78K | Buy |
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