EWP
Engrave Wealth Partners’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $248K | Sell |
10,079
-19
| -0.2% | -$467 | 0.07% | 68 |
|
|
2023
Q3 | $231K | Sell |
10,098
-5,222
| -34% | -$119K | 0.07% | 63 |
|
|
2023
Q2 | $371K | Sell |
15,320
-1,282
| -8% | -$31K | 0.12% | 44 |
|
|
2023
Q1 | $404K | Sell |
16,602
-8,290
| -33% | -$202K | 0.14% | 42 |
|
|
2022
Q4 | $613K | Sell |
24,892
-50,754
| -67% | -$1.25M | 0.21% | 36 |
|
|
2022
Q3 | $1.74M | Sell |
75,646
-3,155
| -4% | -$72.5K | 0.81% | 16 |
|
|
2022
Q2 | $1.91M | Sell |
78,801
-192,183
| -71% | -$4.67M | 0.85% | 18 |
|
|
2022
Q1 | $6.93M | Sell |
270,984
-4,195
| -2% | -$107K | 2.59% | 12 |
|
|
2021
Q4 | $7.57M | Buy |
275,179
+13,153
| +5% | +$362K | 2.19% | 11 |
|
|
2021
Q3 | $7.19M | Buy |
262,026
+19,943
| +8% | +$547K | 2.12% | 11 |
|
|
2021
Q2 | $6.7M | Buy |
242,083
+48,855
| +25% | +$1.35M | 2.02% | 20 |
|
|
2021
Q1 | $5.27M | Buy |
+193,228
| New | +$5.27M | 2.12% | 22 |
|