Clearview Wealth Advisors’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
Q2 | – | Sell |
-3,000
| Closed | -$51K | – | 642 |
|
|
2022
Q1 | $51K | Hold |
3,000
| – | – | 0.03% | 193 |
|
|
2021
Q4 | $54K | Sell |
3,000
-1,950
| -39% | -$35.1K | 0.03% | 223 |
|
|
2021
Q3 | $89K | Buy |
4,950
+500
| +11% | +$8.99K | 0.06% | 174 |
|
|
2021
Q2 | $80K | Hold |
4,450
| – | – | 0.05% | 189 |
|
|
2021
Q1 | $80K | Buy |
4,450
+1,050
| +31% | +$18.9K | 0.05% | 186 |
|
|
2020
Q4 | $62K | Buy |
+3,400
| New | +$62K | 0.04% | 180 |
|