EisnerAmper Wealth Management Corporate Benefits’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-5,224
| Closed | -$262K | – | 38 |
|
2019
Q4 | $262K | Hold |
5,224
| – | – | 0.18% | 33 |
|
2019
Q3 | $263K | Hold |
5,224
| – | – | 0.19% | 34 |
|
2019
Q2 | $260K | Hold |
5,224
| – | – | 0.19% | 32 |
|
2019
Q1 | $255K | Hold |
5,224
| – | – | 0.19% | 38 |
|
2018
Q4 | $248K | Sell |
5,224
-1
| -0% | -$47 | 0.21% | 34 |
|
2018
Q3 | $244K | Hold |
5,225
| – | – | 0.19% | 36 |
|
2018
Q2 | $246K | Buy |
+5,225
| New | +$246K | 0.2% | 34 |
|
2018
Q1 | – | Sell |
-5,225
| Closed | -$252K | – | 35 |
|
2017
Q4 | $252K | Sell |
5,225
-733
| -12% | -$35.4K | 0.2% | 32 |
|
2017
Q3 | $287K | Hold |
5,958
| – | – | 0.25% | 29 |
|
2017
Q2 | $285K | Hold |
5,958
| – | – | 0.25% | 30 |
|
2017
Q1 | $279K | Hold |
5,958
| – | – | 0.24% | 29 |
|
2016
Q4 | $276K | Hold |
5,958
| – | – | 0.24% | 28 |
|
2016
Q3 | $293K | Hold |
5,958
| – | – | 0.25% | 29 |
|
2016
Q2 | $296K | Hold |
5,958
| – | – | 0.27% | 27 |
|
2016
Q1 | $289K | Hold |
5,958
| – | – | 0.27% | 26 |
|
2015
Q4 | $286K | Hold |
5,958
| – | – | 0.28% | 28 |
|
2015
Q3 | $282K | Buy |
+5,958
| New | +$282K | 0.2% | 97 |
|
2015
Q2 | – | Sell |
-5,958
| Closed | -$284K | – | 97 |
|
2015
Q1 | $284K | Hold |
5,958
| – | – | 0.21% | 74 |
|
2014
Q4 | $282K | Buy |
+5,958
| New | +$282K | 0.22% | 73 |
|