GM
GeoWealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,469
| Closed | -$335K | – | 953 |
|
|
2024
Q1 | $335K | Buy |
+15,469
| New | +$335K | 0.01% | 544 |
|
|
2023
Q1 | – | Sell |
-10,993
| Closed | -$237K | – | 448 |
|
|
2022
Q4 | $237K | Sell |
10,993
-13,201
| -55% | -$285K | 0.03% | 226 |
|
|
2022
Q3 | $499K | Sell |
24,194
-374
| -2% | -$7.71K | 0.05% | 165 |
|
|
2022
Q2 | $566K | Sell |
24,568
-132
| -0.5% | -$3.04K | 0.08% | 144 |
|
|
2022
Q1 | $625K | Buy |
24,700
+2,357
| +11% | +$59.6K | 0.05% | 184 |
|
|
2021
Q4 | $662K | Buy |
22,343
+509
| +2% | +$15.1K | 0.05% | 178 |
|
|
2021
Q3 | $641K | Buy |
+21,834
| New | +$641K | 0.05% | 190 |
|