Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,138
| Closed | -$235K | – | 96 |
|
|
2017
Q2 | $235K | Buy |
+2,138
| New | +$235K | 0.23% | 126 |
|
|
2016
Q4 | – | Sell |
-4,185
| Closed | -$471K | – | 761 |
|
|
2016
Q3 | $471K | Buy |
4,185
+2,145
| +105% | +$241K | 0.06% | 389 |
|
|
2016
Q2 | $233K | Buy |
+2,040
| New | +$233K | 0.03% | 551 |
|
|
2015
Q2 | – | Sell |
-2,874
| Closed | -$310K | – | 704 |
|
|
2015
Q1 | $310K | Sell |
2,874
-162
| -5% | -$17.5K | 0.09% | 286 |
|
|
2014
Q4 | $335K | Buy |
+3,036
| New | +$335K | 0.05% | 422 |
|