CWM
Cornerstone Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Sell |
67,998
-964
| -1% | -$43.8K | 0.19% | 115 |
|
|
2025
Q1 | $3.14M | Buy |
68,962
+1,267
| +2% | +$57.7K | 0.21% | 106 |
|
|
2024
Q4 | $3.12M | Buy |
67,695
+8,316
| +14% | +$383K | 0.21% | 104 |
|
|
2024
Q3 | $2.79M | Sell |
59,379
-956
| -2% | -$44.9K | 0.2% | 106 |
|
|
2024
Q2 | $2.77M | Buy |
60,335
+2,767
| +5% | +$127K | 0.21% | 105 |
|
|
2024
Q1 | $2.68M | Buy |
57,568
+5,361
| +10% | +$249K | 0.22% | 104 |
|
|
2023
Q4 | $2.46M | Sell |
52,207
-15,461
| -23% | -$727K | 0.21% | 105 |
|
|
2023
Q3 | $2.98M | Buy |
67,668
+3,223
| +5% | +$142K | 0.28% | 85 |
|
|
2023
Q2 | $2.97M | Buy |
64,445
+7,901
| +14% | +$364K | 0.27% | 91 |
|
|
2023
Q1 | $2.63M | Buy |
+56,544
| New | +$2.63M | 0.26% | 92 |
|
|
2022
Q3 | $3.08M | Buy |
70,779
+26,692
| +61% | +$1.16M | 0.34% | 69 |
|
|
2022
Q2 | $2.01M | Buy |
44,087
+14,921
| +51% | +$681K | 0.22% | 94 |
|
|
2022
Q1 | $1.38M | Sell |
29,166
-17,627
| -38% | -$834K | 0.13% | 139 |
|
|
2021
Q4 | $2.4M | Sell |
46,793
-503
| -1% | -$25.8K | 0.23% | 99 |
|
|
2021
Q3 | $2.42M | Buy |
47,296
+4,507
| +11% | +$231K | 0.26% | 94 |
|
|
2021
Q2 | $2.22M | Buy |
42,789
+6,113
| +17% | +$317K | 0.23% | 99 |
|
|
2021
Q1 | $1.88M | Buy |
36,676
+2,246
| +7% | +$115K | 0.22% | 101 |
|
|
2020
Q4 | $1.79M | Buy |
34,430
+8,962
| +35% | +$466K | 0.23% | 98 |
|
|
2020
Q3 | $1.31M | Buy |
25,468
+11,075
| +77% | +$568K | 0.19% | 107 |
|
|
2020
Q2 | $733K | Buy |
14,393
+524
| +4% | +$26.7K | 0.12% | 171 |
|
|
2020
Q1 | $681K | Sell |
13,869
-1,459
| -10% | -$71.6K | 0.13% | 156 |
|
|
2019
Q4 | $770K | Buy |
15,328
+2,390
| +18% | +$120K | 0.12% | 159 |
|
|
2019
Q3 | $651K | Sell |
12,938
-240
| -2% | -$12.1K | 0.11% | 176 |
|
|
2019
Q2 | $655K | Buy |
13,178
+811
| +7% | +$40.3K | 0.12% | 179 |
|
|
2019
Q1 | $462K | Sell |
12,367
-492
| -4% | -$18.4K | 0.06% | 283 |
|
|
2018
Q4 | $609K | Sell |
12,859
-842,823
| -98% | -$39.9M | 0.13% | 164 |
|
|
2018
Q3 | $35.6M | Buy |
855,682
+141,233
| +20% | +$5.87M | 0.45% | 46 |
|
|
2018
Q2 | $30.4M | Buy |
714,449
+687,468
| +2,548% | +$29.3M | 0.34% | 64 |
|
|
2018
Q1 | $634K | Sell |
26,981
-3,792
| -12% | -$89.1K | 0.12% | 166 |
|
|
2017
Q4 | $739K | Sell |
30,773
-4,821
| -14% | -$116K | 0.14% | 152 |
|
|
2017
Q3 | $855K | Buy |
35,594
+667
| +2% | +$16K | 0.18% | 122 |
|
|
2017
Q2 | $834K | Buy |
34,927
+9,317
| +36% | +$222K | 0.19% | 114 |
|
|
2017
Q1 | $602K | Buy |
25,610
+2,462
| +11% | +$57.9K | 0.15% | 136 |
|
|
2016
Q4 | $536K | Buy |
23,148
+12,144
| +110% | +$281K | 0.17% | 120 |
|
|
2016
Q3 | $270K | Buy |
+11,004
| New | +$270K | 0.1% | 211 |
|