CPWM
Cypress Point Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
130,965
-4,189
| -3% | -$99.9K | 0.76% | 18 |
|
|
2025
Q1 | $3.24M | Buy |
135,154
+2,696
| +2% | +$64.6K | 1.03% | 17 |
|
|
2024
Q4 | $3.18M | Buy |
132,458
+3,920
| +3% | +$94.1K | 0.99% | 18 |
|
|
2024
Q3 | $3.16M | Buy |
128,538
+7,177
| +6% | +$177K | 1.24% | 18 |
|
|
2024
Q2 | $2.93M | Buy |
121,361
+14,431
| +13% | +$349K | 1.39% | 18 |
|
|
2024
Q1 | $2.61M | Buy |
106,930
+17,645
| +20% | +$430K | 1.34% | 19 |
|
|
2023
Q4 | $2.19M | Sell |
89,285
-1,628
| -2% | -$40K | 1.63% | 20 |
|
|
2023
Q3 | $2.14M | Sell |
90,913
-2,249
| -2% | -$52.9K | 1.88% | 15 |
|
|
2023
Q2 | $2.27M | Buy |
93,162
+615
| +0.7% | +$15K | 2.42% | 10 |
|
|
2023
Q1 | $2.28M | Buy |
92,547
+14,735
| +19% | +$362K | 3.21% | 9 |
|
|
2022
Q4 | $1.88M | Buy |
+77,812
| New | +$1.88M | 2.94% | 10 |
|