Destination Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,441
| Closed | -$276K | – | 369 |
|
|
2019
Q2 | $276K | Buy |
2,441
+2,000
| +454% | +$226K | 0.02% | 124 |
|
|
2019
Q1 | $49K | Hold |
441
| – | – | ﹤0.01% | 266 |
|
|
2018
Q4 | $48K | Hold |
441
| – | – | ﹤0.01% | 259 |
|
|
2018
Q3 | $48K | Hold |
441
| – | – | ﹤0.01% | 291 |
|
|
2018
Q2 | $48K | Hold |
441
| – | – | ﹤0.01% | 261 |
|
|
2018
Q1 | $48K | Buy |
+441
| New | +$48K | ﹤0.01% | 260 |
|
|
2015
Q3 | – | Sell |
-8,460
| Closed | -$915K | – | 189 |
|
|
2015
Q2 | $915K | Buy |
+8,460
| New | +$915K | 0.06% | 135 |
|