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