Cornerstone Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-19,326
Closed -$347K 538
2023
Q2
$347K Hold
19,326
0.03% 373
2023
Q1
$348K Buy
+19,326
New +$348K 0.03% 349
2022
Q3
$239K Sell
14,343
-7
-0% -$117 0.03% 388
2022
Q2
$253K Sell
14,350
-3,114
-18% -$54.9K 0.03% 383
2022
Q1
$339K Sell
17,464
-647
-4% -$12.6K 0.03% 344
2021
Q4
$392K Buy
18,111
+328
+2% +$7.1K 0.04% 333
2021
Q3
$383K Hold
17,783
0.04% 315
2021
Q2
$390K Buy
17,783
+1,879
+12% +$41.2K 0.04% 324
2021
Q1
$340K Buy
15,904
+620
+4% +$13.3K 0.04% 334
2020
Q4
$332K Sell
15,284
-85
-0.6% -$1.85K 0.04% 316
2020
Q3
$329K Buy
15,369
+3,443
+29% +$73.7K 0.05% 285
2020
Q2
$252K Buy
11,926
+1,251
+12% +$26.4K 0.04% 305
2020
Q1
$218K Buy
+10,675
New +$218K 0.04% 313
2018
Q4
Sell
-123,591
Closed -$6.2M 833
2018
Q3
$6.2M Sell
123,591
-63,003
-34% -$3.16M 0.08% 247
2018
Q2
$9.41M Buy
+186,594
New +$9.41M 0.11% 202