Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,043
| Closed | -$224K | – | 230 |
|
|
2022
Q1 | $224K | Buy |
2,043
+3
| +0.1% | +$329 | 0.02% | 226 |
|
|
2021
Q4 | $237K | Sell |
2,040
-80
| -4% | -$9.29K | 0.02% | 209 |
|
|
2021
Q3 | $246K | Buy |
2,120
+3
| +0.1% | +$348 | 0.02% | 198 |
|
|
2021
Q2 | $248K | Buy |
2,117
+4
| +0.2% | +$469 | 0.02% | 199 |
|
|
2021
Q1 | $245K | Sell |
2,113
-114
| -5% | -$13.2K | 0.02% | 190 |
|
|
2020
Q4 | $261K | Sell |
2,227
-164
| -7% | -$19.2K | 0.03% | 183 |
|
|
2020
Q3 | $277K | Hold |
2,391
| – | – | 0.03% | 157 |
|
|
2020
Q2 | $276K | Buy |
2,391
+6
| +0.3% | +$693 | 0.04% | 149 |
|
|
2020
Q1 | $270K | Buy |
+2,385
| New | +$270K | 0.04% | 143 |
|
|
2019
Q3 | – | Sell |
-1,255
| Closed | -$142K | – | 545 |
|
|
2019
Q2 | $142K | Buy |
+1,255
| New | +$142K | 0.02% | 230 |
|
|
2019
Q1 | – | Sell |
-675
| Closed | -$74K | – | 530 |
|
|
2018
Q4 | $74K | Buy |
+675
| New | +$74K | 0.01% | 296 |
|