FinTrust Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $622K | Buy |
5,860
+5,681
| +3,174% | +$603K | 0.11% | 162 |
|
|
2024
Q2 | $18.7K | Sell |
179
-179
| -50% | -$18.7K | ﹤0.01% | 759 |
|
|
2024
Q1 | $37.5K | Hold |
358
| – | – | 0.01% | 593 |
|
|
2023
Q4 | $37.7K | Sell |
358
-2,900
| -89% | -$306K | 0.01% | 553 |
|
|
2023
Q3 | $335K | Buy |
3,258
+2,900
| +810% | +$298K | 0.07% | 195 |
|
|
2023
Q2 | $37.3K | Hold |
358
| – | – | 0.01% | 493 |
|
|
2023
Q1 | $37.3K | Hold |
358
| – | – | 0.01% | 492 |
|
|
2022
Q4 | $37.3K | Sell |
358
-2,343
| -87% | -$244K | 0.01% | 492 |
|
|
2022
Q3 | $278K | Buy |
2,701
+2,575
| +2,044% | +$265K | 0.07% | 215 |
|
|
2022
Q2 | $13K | Buy |
+126
| New | +$13K | ﹤0.01% | 823 |
|