GeoWealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$335K Buy
2023
Q1
Sell
2022
Q4
$237K Sell
2022
Q3
$499K Sell
2022
Q2
$566K Sell
2022
Q1
$625K Buy
2021
Q4
$662K Buy
2021
Q3
$641K Buy