Core Wealth Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
24,664
-3,370
| -12% | -$165K | 0.35% | 27 |
|
|
2025
Q1 | $1.39M | Sell |
28,034
-1,859
| -6% | -$92K | 0.44% | 25 |
|
|
2024
Q4 | $1.5M | Sell |
29,893
-1,909
| -6% | -$95.7K | 0.49% | 23 |
|
|
2024
Q3 | $1.64M | Sell |
31,802
-18,800
| -37% | -$967K | 0.52% | 24 |
|
|
2024
Q2 | $2.55M | Buy |
50,602
+7,247
| +17% | +$365K | 0.87% | 18 |
|
|
2024
Q1 | $2.19M | Buy |
43,355
+4,055
| +10% | +$205K | 0.74% | 20 |
|
|
2023
Q4 | $2M | Buy |
39,300
+5,516
| +16% | +$281K | 0.74% | 19 |
|
|
2023
Q3 | $1.62M | Buy |
33,784
+3,201
| +10% | +$153K | 0.66% | 20 |
|
|
2023
Q2 | $1.53M | Buy |
30,583
+4,954
| +19% | +$248K | 0.61% | 19 |
|
|
2023
Q1 | $1.29M | Buy |
25,629
+6,571
| +34% | +$331K | 0.51% | 22 |
|
|
2022
Q4 | $933K | Buy |
19,058
+1,302
| +7% | +$63.7K | 0.41% | 23 |
|
|
2022
Q3 | $846K | Buy |
17,756
+1,573
| +10% | +$74.9K | 0.49% | 21 |
|
|
2022
Q2 | $807K | Buy |
16,183
+15,196
| +1,540% | +$758K | 0.5% | 23 |
|
|
2022
Q1 | $51K | Buy |
+987
| New | +$51K | 0.03% | 77 |
|