Dowling & Yahnke’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,100
| Closed | -$333K | – | 383 |
|
|
2022
Q1 | $333K | Hold |
6,100
| – | – | 0.01% | 303 |
|
|
2021
Q4 | $354K | Hold |
6,100
| – | – | 0.02% | 296 |
|
|
2021
Q3 | $353K | Hold |
6,100
| – | – | 0.02% | 297 |
|
|
2021
Q2 | $357K | Buy |
6,100
+500
| +9% | +$29.3K | 0.02% | 287 |
|
|
2021
Q1 | $323K | Hold |
5,600
| – | – | 0.02% | 284 |
|
|
2020
Q4 | $326K | Buy |
5,600
+2,100
| +60% | +$122K | 0.02% | 277 |
|
|
2020
Q3 | $201K | Buy |
+3,500
| New | +$201K | 0.02% | 296 |
|