Concourse Financial Group Securities’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
4183
2024
Q4
Hold
0
5362
2024
Q3
Hold
0
5349
2024
Q2
Sell
-200
Closed -$9.3K 5379
2024
Q1
$9.3K Hold
200
﹤0.01% 1730
2023
Q4
$9.41K Hold
200
﹤0.01% 1695
2023
Q3
$8.82K Hold
200
﹤0.01% 1685
2023
Q2
$9.21K Hold
200
﹤0.01% 1669
2023
Q1
$9.29K Hold
200
﹤0.01% 1678
2022
Q4
$9.12K Hold
200
﹤0.01% 1684
2022
Q3
$9K Buy
200
+100
+100% +$4.5K ﹤0.01% 1507
2022
Q2
$5K Buy
+100
New +$5K ﹤0.01% 1838
2022
Q1
Hold
0
4707
2021
Q4
Hold
0
4750
2021
Q3
Hold
0
4640
2021
Q2
Hold
0
4499
2021
Q1
Hold
0
4379
2020
Q4
Hold
0
4270
2020
Q3
Hold
0
4091
2020
Q2
Hold
0
3984
2020
Q1
Hold
0
3992
2019
Q4
Hold
0
3939
2019
Q3
Hold
0
3703
2019
Q2
Hold
0
3948
2019
Q1
Hold
0
3892
2018
Q4
Hold
0
3775
2018
Q3
Hold
0
3444