Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-302
| Closed | -$32.2K | – | 431 |
|
|
2023
Q2 | $32.2K | Hold |
302
| – | – | 0.03% | 223 |
|
|
2023
Q1 | $32.5K | Sell |
302
-174
| -37% | -$18.7K | 0.03% | 224 |
|
|
2022
Q4 | $50.2K | Sell |
476
-544
| -53% | -$57.4K | 0.04% | 168 |
|
|
2022
Q3 | $105K | Sell |
1,020
-673
| -40% | -$69.3K | 0.08% | 109 |
|
|
2022
Q2 | $180K | Sell |
1,693
-1,206
| -42% | -$128K | 0.13% | 89 |
|
|
2022
Q1 | $318K | Sell |
2,899
-3,375
| -54% | -$370K | 0.21% | 73 |
|
|
2021
Q4 | $730K | Buy |
6,274
+1,068
| +21% | +$124K | 0.45% | 51 |
|
|
2021
Q3 | $605K | Sell |
5,206
-7
| -0.1% | -$813 | 0.38% | 60 |
|
|
2021
Q2 | $611K | Buy |
5,213
+2
| +0% | +$234 | 0.38% | 59 |
|
|
2021
Q1 | $605K | Sell |
5,211
-314
| -6% | -$36.5K | 0.39% | 56 |
|
|
2020
Q4 | $648K | Buy |
+5,525
| New | +$648K | 0.44% | 48 |
|