First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $51.7K | Hold |
1,102
| – | – | 0.01% | 194 |
|
|
2024
Q2 | $50.5K | Hold |
1,102
| – | – | 0.01% | 192 |
|
|
2024
Q1 | $51.3K | Hold |
1,102
| – | – | 0.01% | 185 |
|
|
2023
Q4 | $51.8K | Hold |
1,102
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $48.6K | Hold |
1,102
| – | – | 0.01% | 201 |
|
|
2023
Q2 | $50.8K | Sell |
1,102
-215
| -16% | -$9.91K | 0.01% | 205 |
|
|
2023
Q1 | $61.2K | Hold |
1,317
| – | – | 0.02% | 188 |
|
|
2022
Q4 | $60.1K | Hold |
1,317
| – | – | 0.02% | 193 |
|
|
2022
Q3 | $57K | Sell |
1,317
-500
| -28% | -$21.6K | 0.02% | 185 |
|
|
2022
Q2 | $83K | Sell |
1,817
-245
| -12% | -$11.2K | 0.02% | 146 |
|
|
2022
Q1 | $98K | Sell |
2,062
-962
| -32% | -$45.7K | 0.02% | 148 |
|
|
2021
Q4 | $155K | Hold |
3,024
| – | – | 0.03% | 128 |
|
|
2021
Q3 | $155K | Buy |
3,024
+962
| +47% | +$49.3K | 0.04% | 131 |
|
|
2021
Q2 | $107K | Hold |
2,062
| – | – | 0.03% | 146 |
|
|
2021
Q1 | $106K | Sell |
2,062
-424
| -17% | -$21.8K | 0.03% | 143 |
|
|
2020
Q4 | $129K | Sell |
2,486
-318
| -11% | -$16.5K | 0.04% | 135 |
|
|
2020
Q3 | $144K | Sell |
2,804
-590
| -17% | -$30.3K | 0.05% | 126 |
|
|
2020
Q2 | $173K | Hold |
3,394
| – | – | 0.06% | 117 |
|
|
2020
Q1 | $166K | Sell |
3,394
-529
| -13% | -$25.9K | 0.06% | 113 |
|
|
2019
Q4 | $197K | Sell |
3,923
-314
| -7% | -$15.8K | 0.06% | 119 |
|
|
2019
Q3 | $213K | Hold |
4,237
| – | – | 0.07% | 128 |
|
|
2019
Q2 | $211K | Sell |
4,237
-752
| -15% | -$37.4K | 0.06% | 165 |
|
|
2019
Q1 | $244K | Sell |
4,989
-800
| -14% | -$39.1K | 0.07% | 153 |
|
|
2018
Q4 | $275K | Sell |
5,789
-1,075
| -16% | -$51.1K | 0.09% | 140 |
|
|
2018
Q3 | $320K | Sell |
6,864
-3,750
| -35% | -$175K | 0.1% | 137 |
|
|
2018
Q2 | $500K | Sell |
10,614
-1,775
| -14% | -$83.6K | 0.17% | 117 |
|
|
2018
Q1 | $583K | Sell |
12,389
-2,569
| -17% | -$121K | 0.13% | 138 |
|
|
2017
Q4 | $720K | Hold |
14,958
| – | – | 0.14% | 124 |
|
|
2017
Q3 | $720K | Sell |
14,958
-1,897
| -11% | -$91.3K | 0.15% | 116 |
|
|
2017
Q2 | $807K | Sell |
16,855
-1,432
| -8% | -$68.6K | 0.18% | 111 |
|
|
2017
Q1 | $857K | Buy |
18,287
+1,565
| +9% | +$73.3K | 0.21% | 99 |
|
|
2016
Q4 | $775K | Sell |
16,722
-2,458
| -13% | -$114K | 0.2% | 100 |
|
|
2016
Q3 | $944K | Sell |
19,180
-10
| -0.1% | -$492 | 0.27% | 86 |
|
|
2016
Q2 | $953K | Buy |
19,190
+204
| +1% | +$10.1K | 0.33% | 76 |
|
|
2016
Q1 | $920K | Sell |
18,986
-1,279
| -6% | -$62K | 0.46% | 63 |
|
|
2015
Q4 | $972K | Sell |
20,265
-2,327
| -10% | -$112K | 0.55% | 59 |
|
|
2015
Q3 | $1.07M | Sell |
22,592
-831
| -4% | -$39.3K | 0.64% | 53 |
|
|
2015
Q2 | $1.09M | Buy |
23,423
+2,941
| +14% | +$136K | 0.65% | 55 |
|
|
2015
Q1 | $976K | Sell |
20,482
-136
| -0.7% | -$6.48K | 0.59% | 61 |
|
|
2014
Q4 | $976K | Buy |
+20,618
| New | +$976K | 0.57% | 60 |
|