Elevatus Welath Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,871
| Closed | -$265K | – | 114 |
|
|
2024
Q3 | $265K | Sell |
4,871
-321
| -6% | -$17.4K | 0.09% | 76 |
|
|
2024
Q2 | $277K | Sell |
5,192
-2,322
| -31% | -$124K | 0.1% | 82 |
|
|
2024
Q1 | $404K | Buy |
7,514
+3
| +0% | +$161 | 0.16% | 61 |
|
|
2023
Q4 | $406K | Buy |
7,511
+5
| +0.1% | +$270 | 0.18% | 58 |
|
|
2023
Q3 | $383K | Buy |
7,506
+4
| +0.1% | +$204 | 0.35% | 44 |
|
|
2023
Q2 | $400K | Buy |
+7,502
| New | +$400K | 0.28% | 38 |
|