Clearview Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-80
| Closed | -$3.69K | – | 369 |
|
2023
Q2 | $3.69K | Hold |
80
| – | – | ﹤0.01% | 460 |
|
2023
Q1 | $3.72K | Hold |
80
| – | – | ﹤0.01% | 460 |
|
2022
Q4 | $3.65K | Hold |
80
| – | – | ﹤0.01% | 427 |
|
2022
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 458 |
|
2022
Q2 | $4K | Sell |
80
-800
| -91% | -$40K | ﹤0.01% | 448 |
|
2022
Q1 | $42K | Sell |
880
-625
| -42% | -$29.8K | 0.03% | 218 |
|
2021
Q4 | $77K | Sell |
1,505
-180
| -11% | -$9.21K | 0.05% | 188 |
|
2021
Q3 | $86K | Buy |
1,685
+180
| +12% | +$9.19K | 0.05% | 178 |
|
2021
Q2 | $78K | Sell |
1,505
-200
| -12% | -$10.4K | 0.05% | 194 |
|
2021
Q1 | $87K | Buy |
1,705
+200
| +13% | +$10.2K | 0.06% | 174 |
|
2020
Q4 | $78K | Buy |
+1,505
| New | +$78K | 0.05% | 157 |
|