Creative Planning’s VanEck CEF Muni Income ETF XMPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,465
| Closed | -$493K | – | 2441 |
|
|
2022
Q1 | $493K | Sell |
19,465
-141,359
| -88% | -$3.58M | ﹤0.01% | 1324 |
|
|
2021
Q4 | $4.77M | Buy |
+160,824
| New | +$4.77M | 0.01% | 429 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$27K | – | 3633 |
|
|
2017
Q2 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 2939 |
|
|
2017
Q1 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 2924 |
|
|
2016
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 2869 |
|
|
2016
Q3 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 2747 |
|
|
2016
Q2 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 2475 |
|
|
2016
Q1 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 2507 |
|
|
2015
Q4 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 2592 |
|
|
2015
Q3 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 2518 |
|
|
2015
Q2 | – | Sell |
-3,200
| Closed | -$86K | – | 2916 |
|
|
2015
Q1 | $86K | Buy |
3,200
+1,000
| +45% | +$26.9K | ﹤0.01% | 1642 |
|
|
2014
Q4 | $57K | Buy |
2,200
+1,000
| +83% | +$25.9K | ﹤0.01% | 1907 |
|
|
2014
Q3 | $31K | Buy |
+1,200
| New | +$31K | ﹤0.01% | 2209 |
|