First Affirmative Financial Network’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $234K | Buy |
+4,450
| New | +$234K | 0.14% | 201 |
|
|
2024
Q1 | – | Sell |
-4,300
| Closed | -$233K | – | 259 |
|
|
2023
Q4 | $233K | Buy |
4,300
+89
| +2% | +$4.81K | 0.19% | 186 |
|
|
2023
Q3 | $215K | Buy |
4,211
+5
| +0.1% | +$255 | 0.21% | 168 |
|
|
2023
Q2 | $224K | Buy |
4,206
+106
| +3% | +$5.65K | 0.22% | 148 |
|
|
2023
Q1 | $219K | Buy |
+4,100
| New | +$219K | 0.25% | 129 |
|
|
2022
Q3 | – | Sell |
-4,228
| Closed | -$222K | – | 147 |
|
|
2022
Q2 | $222K | Sell |
4,228
-148
| -3% | -$7.77K | 0.25% | 119 |
|
|
2022
Q1 | $239K | Sell |
4,376
-177
| -4% | -$9.67K | 0.23% | 133 |
|
|
2021
Q4 | $264K | Hold |
4,553
| – | – | 0.24% | 125 |
|
|
2021
Q3 | $263K | Buy |
+4,553
| New | +$263K | 0.27% | 113 |
|