CMH Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,790
| Closed | -$304K | – | 55 |
|
|
2018
Q4 | $304K | Buy |
2,790
+480
| +21% | +$52.3K | 0.18% | 56 |
|
|
2018
Q3 | $249K | Buy |
+2,310
| New | +$249K | 0.13% | 54 |
|
|
2017
Q3 | – | Sell |
-2,340
| Closed | -$257K | – | 50 |
|
|
2017
Q2 | $257K | Sell |
2,340
-110
| -4% | -$12.1K | 0.2% | 47 |
|
|
2017
Q1 | $268K | Buy |
2,450
+125
| +5% | +$13.7K | 0.21% | 47 |
|
|
2016
Q4 | $254K | Buy |
+2,325
| New | +$254K | 0.22% | 49 |
|