Empirical Wealth Management’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-5,959
Closed -$305K 110
2014
Q2
$305K Buy
5,959
+1,234
+26% +$63.2K 0.08% 81
2014
Q1
$242K Buy
4,725
+5
+0.1% +$256 0.06% 87
2013
Q4
$242K Buy
+4,720
New +$242K 0.07% 85