CWM
Collaborative Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
11,134
+15
| +0.1% | +$302 | 0.1% | 162 |
|
|
2025
Q1 | $224K | Sell |
11,119
-1,970
| -15% | -$39.7K | 0.1% | 154 |
|
|
2024
Q4 | $266K | Hold |
13,089
| – | – | 0.12% | 143 |
|
|
2024
Q3 | $272K | Hold |
13,089
| – | – | 0.12% | 135 |
|
|
2024
Q2 | $267K | Sell |
13,089
-97
| -0.7% | -$1.98K | 0.13% | 136 |
|
|
2024
Q1 | $272K | Sell |
13,186
-1,221
| -8% | -$25.2K | 0.14% | 132 |
|
|
2023
Q4 | $301K | Sell |
14,407
-1,699
| -11% | -$35.5K | 0.16% | 119 |
|
|
2023
Q3 | $314K | Sell |
16,106
-284
| -2% | -$5.54K | 0.19% | 116 |
|
|
2023
Q2 | $336K | Sell |
16,390
-959
| -6% | -$19.7K | 0.2% | 114 |
|
|
2023
Q1 | $358K | Buy |
17,349
+22
| +0.1% | +$454 | 0.23% | 108 |
|
|
2022
Q4 | $349K | Buy |
17,327
+26
| +0.2% | +$524 | 0.23% | 113 |
|
|
2022
Q3 | $337K | Buy |
+17,301
| New | +$337K | 0.24% | 109 |
|
|
2021
Q4 | $330K | Buy |
+14,663
| New | +$330K | 0.18% | 155 |
|