Doyle Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $483K | Buy |
4,702
+2,211
| +89% | +$227K | 0.04% | 130 |
|
|
2022
Q2 | $261K | Buy |
+2,491
| New | +$261K | 0.02% | 185 |
|
|
2019
Q3 | – | Sell |
-319
| Closed | -$34K | – | 696 |
|
|
2019
Q2 | $34K | Buy |
+319
| New | +$34K | ﹤0.01% | 435 |
|
|
2019
Q1 | – | Sell |
-597
| Closed | -$63K | – | 682 |
|
|
2018
Q4 | $63K | Buy |
+597
| New | +$63K | 0.01% | 317 |
|