Core Wealth Advisors’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-60,999
| Closed | -$1.26M | – | 171 |
|
2024
Q1 | $1.26M | Sell |
60,999
-24,752
| -29% | -$511K | 0.43% | 24 |
|
2023
Q4 | $1.79M | Buy |
85,751
+6,708
| +8% | +$140K | 0.66% | 21 |
|
2023
Q3 | $1.54M | Buy |
79,043
+6,244
| +9% | +$122K | 0.63% | 21 |
|
2023
Q2 | $1.49M | Buy |
72,799
+12,147
| +20% | +$249K | 0.6% | 20 |
|
2023
Q1 | $1.25M | Buy |
60,652
+16,547
| +38% | +$341K | 0.5% | 23 |
|
2022
Q4 | $889K | Buy |
44,105
+2,352
| +6% | +$47.4K | 0.39% | 27 |
|
2022
Q3 | $813K | Buy |
41,753
+1,845
| +5% | +$35.9K | 0.47% | 25 |
|
2022
Q2 | $805K | Buy |
39,908
+37,473
| +1,539% | +$756K | 0.5% | 25 |
|
2022
Q1 | $51K | Buy |
+2,435
| New | +$51K | 0.03% | 76 |
|