Clear Perspectives Financial Planning’s VanEck Short Muni ETF SMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,038
Closed -$162K 231
2021
Q4
$162K Sell
9,038
-1,483
-14% -$26.6K 0.07% 61
2021
Q3
$189K Sell
10,521
-644
-6% -$11.6K 0.09% 59
2021
Q2
$202K Buy
11,165
+6,040
+118% +$109K 0.1% 61
2021
Q1
$92K Buy
+5,125
New +$92K 0.05% 68