CWA
Continuum Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,405
| Closed | -$1.4M | – | 66 |
|
|
2024
Q2 | $1.4M | Buy |
13,405
+1,897
| +16% | +$198K | 0.74% | 14 |
|
|
2024
Q1 | $1.21M | Buy |
11,508
+43
| +0.4% | +$4.5K | 0.68% | 17 |
|
|
2023
Q4 | $1.21M | Buy |
11,465
+1,706
| +17% | +$180K | 0.78% | 16 |
|
|
2023
Q3 | $1M | Buy |
9,759
+234
| +2% | +$24.1K | 0.71% | 21 |
|
|
2023
Q2 | $991K | Buy |
9,525
+2,103
| +28% | +$219K | 0.7% | 20 |
|
|
2023
Q1 | $777K | Sell |
7,422
-1,048
| -12% | -$110K | 0.63% | 16 |
|
|
2022
Q4 | $883K | Buy |
+8,470
| New | +$883K | 0.88% | 19 |
|