EWP
Engrave Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $716K | Buy |
6,603
+44
| +0.7% | +$4.77K | 0.2% | 39 |
|
|
2023
Q3 | $673K | Sell |
6,559
-952
| -13% | -$97.6K | 0.21% | 34 |
|
|
2023
Q2 | $802K | Sell |
7,511
-676
| -8% | -$72.1K | 0.25% | 30 |
|
|
2023
Q1 | $881K | Sell |
8,187
-1,193
| -13% | -$128K | 0.3% | 29 |
|
|
2022
Q4 | $1.02M | Sell |
9,380
-8,721
| -48% | -$944K | 0.35% | 27 |
|
|
2022
Q3 | $1.86M | Sell |
18,101
-510
| -3% | -$52.3K | 0.87% | 15 |
|
|
2022
Q2 | $1.98M | Buy |
18,611
+4,939
| +36% | +$525K | 0.88% | 17 |
|
|
2022
Q1 | $1.5M | Sell |
13,672
-16,748
| -55% | -$1.84M | 0.56% | 19 |
|
|
2021
Q4 | $3.54M | Sell |
30,420
-266
| -0.9% | -$30.9K | 1.02% | 22 |
|
|
2021
Q3 | $3.57M | Buy |
30,686
+4,246
| +16% | +$493K | 1.05% | 27 |
|
|
2021
Q2 | $3.1M | Buy |
26,440
+10,137
| +62% | +$1.19M | 0.93% | 31 |
|
|
2021
Q1 | $1.89M | Buy |
+16,303
| New | +$1.89M | 0.76% | 32 |
|