Confluence Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.47M | Buy |
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2020
Q2 | $1.23M | Sell |
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2020
Q1 | $1.84M | Sell |
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|
2019
Q4 | $2.15M | Buy |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.44M | Hold |
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|
2019
Q1 | $1.42M | Sell |
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|
2018
Q4 | $1.49M | Buy |
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|
2018
Q3 | $1.39M | Sell |
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|
2018
Q2 | $1.49M | Buy |
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|
2018
Q1 | $1.3M | Sell |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $1.4M | Sell |
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|
2017
Q2 | $1.95M | Hold |
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|
2017
Q1 | $1.93M | Buy |
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|
2016
Q4 | $1.77M | Buy |
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|
2016
Q3 | $1.83M | Sell |
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|
2016
Q2 | $1.96M | Buy |
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|
2016
Q1 | $1.77M | Buy |
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|
2015
Q4 | $892K | Buy |
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|
2015
Q3 | $327K | Buy |
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