Cooper Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-2,525
| Closed | -$270K | – | 177 |
|
2019
Q4 | $270K | Buy |
2,525
+66
| +3% | +$7.06K | 0.11% | 119 |
|
2019
Q3 | $262K | Buy |
2,459
+109
| +5% | +$11.6K | 0.12% | 113 |
|
2019
Q2 | $250K | Buy |
2,350
+9
| +0.4% | +$957 | 0.12% | 108 |
|
2019
Q1 | $248K | Buy |
2,341
+141
| +6% | +$14.9K | 0.14% | 94 |
|
2018
Q4 | $232K | Buy |
+2,200
| New | +$232K | 0.16% | 87 |
|