Financial Architects (New Jersey)’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
Q3 | – | Sell |
-1,000
| Closed | -$51K | – | 506 |
|
2020
Q2 | $51K | Hold |
1,000
| – | – | 0.01% | 416 |
|
2020
Q1 | $49K | Hold |
1,000
| – | – | 0.01% | 388 |
|
2019
Q4 | $50K | Hold |
1,000
| – | – | 0.01% | 429 |
|
2019
Q3 | $50K | Hold |
1,000
| – | – | 0.01% | 434 |
|
2019
Q2 | $50K | Hold |
1,000
| – | – | 0.01% | 451 |
|
2019
Q1 | $49K | Hold |
1,000
| – | – | 0.01% | 548 |
|
2018
Q4 | $47K | Buy |
1,000
+496
| +98% | +$23.3K | 0.01% | 502 |
|
2018
Q3 | $23K | Hold |
504
| – | – | ﹤0.01% | 761 |
|
2018
Q2 | $24K | Hold |
504
| – | – | ﹤0.01% | 762 |
|
2018
Q1 | $24K | Sell |
504
-114
| -18% | -$5.43K | ﹤0.01% | 727 |
|
2017
Q4 | $30K | Buy |
618
+114
| +23% | +$5.53K | 0.01% | 740 |
|
2017
Q3 | $24K | Hold |
504
| – | – | ﹤0.01% | 824 |
|
2017
Q2 | $24K | Buy |
+504
| New | +$24K | ﹤0.01% | 808 |
|