Founders Capital Management (Texas)’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44
| Closed | -$4.51K | – | 393 |
|
|
2023
Q3 | $4.51K | Sell |
44
-620
| -93% | -$63.6K | ﹤0.01% | 347 |
|
|
2023
Q2 | $70.9K | Hold |
664
| – | – | 0.05% | 112 |
|
|
2023
Q1 | $72K | Hold |
664
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $70K | Hold |
664
| – | – | 0.05% | 108 |
|
|
2022
Q3 | $68K | Hold |
664
| – | – | 0.06% | 107 |
|
|
2022
Q2 | $71K | Sell |
664
-56
| -8% | -$5.99K | 0.06% | 104 |
|
|
2022
Q1 | $84K | Hold |
720
| – | – | 0.05% | 96 |
|
|
2021
Q4 | $84K | Sell |
720
-130
| -15% | -$15.2K | 0.05% | 96 |
|
|
2021
Q3 | $99K | Buy |
850
+170
| +25% | +$19.8K | 0.07% | 90 |
|
|
2021
Q2 | $80K | Hold |
680
| – | – | 0.05% | 93 |
|
|
2021
Q1 | $79K | Buy |
680
+290
| +74% | +$33.7K | 0.06% | 88 |
|
|
2020
Q4 | $46K | Buy |
+390
| New | +$46K | 0.03% | 110 |
|
|
2020
Q1 | $44K | Hold |
390
| – | – | 0.05% | 94 |
|
|
2019
Q4 | $44K | Hold |
390
| – | – | 0.03% | 115 |
|
|
2019
Q3 | $44K | Hold |
390
| – | – | 0.04% | 113 |
|
|
2019
Q2 | $44K | Hold |
390
| – | – | 0.04% | 122 |
|
|
2019
Q1 | $43K | Hold |
390
| – | – | 0.04% | 121 |
|
|
2018
Q4 | $43K | Sell |
390
-440
| -53% | -$48.5K | 0.05% | 119 |
|
|
2018
Q3 | $90K | Hold |
830
| – | – | 0.07% | 88 |
|
|
2018
Q2 | $91K | Sell |
830
-200
| -19% | -$21.9K | 0.08% | 94 |
|
|
2018
Q1 | $112K | Buy |
1,030
+25
| +2% | +$2.72K | 0.09% | 98 |
|
|
2017
Q4 | $111K | Hold |
1,005
| – | – | 0.09% | 103 |
|
|
2017
Q3 | $111K | Sell |
1,005
-120
| -11% | -$13.3K | 0.09% | 104 |
|
|
2017
Q2 | $124K | Buy |
1,125
+50
| +5% | +$5.51K | 0.11% | 99 |
|
|
2017
Q1 | $117K | Buy |
+1,075
| New | +$117K | 0.11% | 102 |
|