Dakota Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,533
| Closed | -$260K | – | 774 |
|
|
2024
Q3 | $260K | Hold |
5,533
| – | – | 0.01% | 621 |
|
|
2024
Q2 | $254K | Sell |
5,533
-800
| -13% | -$36.7K | 0.01% | 612 |
|
|
2024
Q1 | $295K | Hold |
6,333
| – | – | 0.01% | 586 |
|
|
2023
Q4 | $298K | Sell |
6,333
-1,250
| -16% | -$58.8K | 0.01% | 519 |
|
|
2023
Q3 | $334K | Sell |
7,583
-300
| -4% | -$13.2K | 0.01% | 470 |
|
|
2023
Q2 | $363K | Sell |
7,883
-150
| -2% | -$6.91K | 0.02% | 439 |
|
|
2023
Q1 | $373K | Hold |
8,033
| – | – | 0.02% | 417 |
|
|
2022
Q4 | $366K | Sell |
8,033
-400
| -5% | -$18.2K | 0.03% | 409 |
|
|
2022
Q3 | $367K | Buy |
+8,433
| New | +$367K | 0.03% | 393 |
|