CCA
Clearwater Capital Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
11,351
-125
| -1% | -$5.68K | 0.05% | 108 |
|
|
2025
Q1 | $522K | Sell |
11,476
-200
| -2% | -$9.1K | 0.05% | 106 |
|
|
2024
Q4 | $538K | Hold |
11,676
| – | – | 0.05% | 102 |
|
|
2024
Q3 | $548K | Hold |
11,676
| – | – | 0.05% | 105 |
|
|
2024
Q2 | $535K | Hold |
11,676
| – | – | 0.06% | 96 |
|
|
2024
Q1 | $543K | Sell |
11,676
-517
| -4% | -$24K | 0.06% | 91 |
|
|
2023
Q4 | $573K | Hold |
12,193
| – | – | 0.06% | 86 |
|
|
2023
Q3 | $538K | Hold |
12,193
| – | – | 0.07% | 80 |
|
|
2023
Q2 | $562K | Sell |
12,193
-5,000
| -29% | -$230K | 0.07% | 85 |
|
|
2023
Q1 | $799K | Sell |
17,193
-459
| -3% | -$21.3K | 0.1% | 70 |
|
|
2022
Q4 | $805K | Sell |
17,652
-11,034
| -38% | -$503K | 0.1% | 76 |
|
|
2022
Q3 | $1.25M | Sell |
28,686
-5,135
| -15% | -$224K | 0.17% | 67 |
|
|
2022
Q2 | $1.55M | Hold |
33,821
| – | – | 0.21% | 59 |
|
|
2022
Q1 | $1.6M | Sell |
33,821
-420
| -1% | -$19.9K | 0.18% | 60 |
|
|
2021
Q4 | $1.76M | Sell |
34,241
-100
| -0.3% | -$5.13K | 0.19% | 60 |
|
|
2021
Q3 | $1.76M | Hold |
34,341
| – | – | 0.2% | 60 |
|
|
2021
Q2 | $1.78M | Sell |
34,341
-2,506
| -7% | -$130K | 0.21% | 59 |
|
|
2021
Q1 | $1.89M | Sell |
36,847
-36,745
| -50% | -$1.88M | 0.24% | 54 |
|
|
2020
Q4 | $3.83M | Sell |
73,592
-1,605
| -2% | -$83.5K | 0.51% | 33 |
|
|
2020
Q3 | $3.86M | Hold |
75,197
| – | – | 0.61% | 32 |
|
|
2020
Q2 | $3.83M | Sell |
75,197
-3,221
| -4% | -$164K | 0.64% | 35 |
|
|
2020
Q1 | $3.85M | Sell |
78,418
-537
| -0.7% | -$26.4K | 0.83% | 25 |
|
|
2019
Q4 | $3.97M | Sell |
78,955
-199
| -0.3% | -$10K | 0.66% | 33 |
|
|
2019
Q3 | $3.98M | Hold |
79,154
| – | – | 0.7% | 37 |
|
|
2019
Q2 | $3.94M | Hold |
79,154
| – | – | 0.72% | 37 |
|
|
2019
Q1 | $3.86M | Sell |
79,154
-302
| -0.4% | -$14.7K | 0.72% | 39 |
|
|
2018
Q4 | $3.77M | Sell |
79,456
-85,639
| -52% | -$4.07M | 0.83% | 30 |
|
|
2018
Q3 | $3.85M | Buy |
165,095
+1,200
| +0.7% | +$28K | 0.75% | 40 |
|
|
2018
Q2 | $3.86M | Buy |
163,895
+714
| +0.4% | +$16.8K | 0.79% | 42 |
|
|
2018
Q1 | $3.84M | Buy |
163,181
+5,455
| +3% | +$128K | 0.79% | 39 |
|
|
2017
Q4 | $3.8M | Buy |
157,726
+1,355
| +0.9% | +$32.6K | 0.83% | 37 |
|
|
2017
Q3 | $3.76M | Buy |
156,371
+3,433
| +2% | +$82.5K | 0.88% | 32 |
|
|
2017
Q2 | $3.65M | Sell |
152,938
-5,870
| -4% | -$140K | 0.93% | 31 |
|
|
2017
Q1 | $3.73M | Buy |
158,808
+25,330
| +19% | +$595K | 1.02% | 29 |
|
|
2016
Q4 | $3.09M | Buy |
133,478
+11,681
| +10% | +$271K | 1.07% | 28 |
|
|
2016
Q3 | $2.99M | Hold |
121,797
| – | – | 1.05% | 28 |
|
|
2016
Q2 | $3.03M | Buy |
+121,797
| New | +$3.03M | 1.12% | 27 |
|