Fortitude Advisory Group’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,730
| Closed | -$239K | – | 220 |
|
|
2024
Q1 | $239K | Sell |
4,730
-1,292
| -21% | -$65.3K | 0.14% | 164 |
|
|
2023
Q4 | $307K | Hold |
6,022
| – | – | 0.19% | 125 |
|
|
2023
Q3 | $289K | Sell |
6,022
-3,618
| -38% | -$173K | 0.2% | 119 |
|
|
2023
Q2 | $482K | Sell |
9,640
-4,500
| -32% | -$225K | 0.35% | 66 |
|
|
2023
Q1 | $712K | Hold |
14,140
| – | – | 0.55% | 43 |
|
|
2022
Q4 | $692K | Sell |
14,140
-6,969
| -33% | -$341K | 0.59% | 39 |
|
|
2022
Q3 | $1.01M | Sell |
21,109
-2,158
| -9% | -$103K | 0.95% | 17 |
|
|
2022
Q2 | $1.16M | Sell |
23,267
-62,821
| -73% | -$3.13M | 1.06% | 13 |
|
|
2022
Q1 | $1.24M | Buy |
86,088
+67,886
| +373% | +$975K | 0.66% | 16 |
|
|
2021
Q4 | $1.01M | Buy |
+18,202
| New | +$1.01M | 0.51% | 30 |
|