Clear Perspectives Financial Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-350
| Closed | -$38K | – | 238 |
|
|
2021
Q4 | $38K | Hold |
350
| – | – | 0.02% | 118 |
|
|
2021
Q3 | $38K | Sell |
350
-250
| -42% | -$27.1K | 0.02% | 112 |
|
|
2021
Q2 | $65K | Buy |
600
+350
| +140% | +$37.9K | 0.03% | 91 |
|
|
2021
Q1 | $27K | Hold |
250
| – | – | 0.02% | 116 |
|
|
2020
Q4 | $27K | Buy |
+250
| New | +$27K | 0.02% | 110 |
|