Geneos Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Sell |
1,750
-1,750
| -50% | -$35.2K | ﹤0.01% | 1752 |
|
|
2025
Q1 | $70.5K | Sell |
3,500
-250
| -7% | -$5.04K | ﹤0.01% | 1745 |
|
|
2024
Q4 | $76.2K | Buy |
3,750
+500
| +15% | +$10.2K | ﹤0.01% | 1156 |
|
|
2024
Q3 | $67.5K | Hold |
3,250
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q2 | $66.2K | Hold |
3,250
| – | – | ﹤0.01% | 981 |
|
|
2024
Q1 | $67.1K | Buy |
3,250
+2,846
| +704% | +$58.8K | ﹤0.01% | 971 |
|
|
2023
Q4 | $8.43K | Buy |
+404
| New | +$8.43K | ﹤0.01% | 1587 |
|