Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-150
| Closed | -$15.6K | – | 567 |
|
|
2023
Q2 | $15.6K | Hold |
150
| – | – | 0.02% | 307 |
|
|
2023
Q1 | $15.7K | Hold |
150
| – | – | 0.02% | 304 |
|
|
2022
Q4 | $15.6K | Hold |
150
| – | – | 0.01% | 280 |
|
|
2022
Q3 | $15K | Hold |
150
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $16K | Hold |
150
| – | – | 0.01% | 308 |
|
|
2022
Q1 | $16K | Sell |
150
-185
| -55% | -$19.7K | 0.01% | 325 |
|
|
2021
Q4 | $36K | Sell |
335
-640
| -66% | -$68.8K | 0.02% | 261 |
|
|
2021
Q3 | $105K | Hold |
975
| – | – | 0.07% | 156 |
|
|
2021
Q2 | $105K | Hold |
975
| – | – | 0.06% | 156 |
|
|
2021
Q1 | $105K | Buy |
975
+2
| +0.2% | +$215 | 0.07% | 151 |
|
|
2020
Q4 | $105K | Buy |
+973
| New | +$105K | 0.07% | 138 |
|