Gladstone Institutional Advisory’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,126
| Closed | -$183K | – | 437 |
|
|
2020
Q4 | $183K | Hold |
10,126
| – | – | 0.04% | 284 |
|
|
2020
Q3 | $183K | Sell |
10,126
-2,500
| -20% | -$45.2K | 0.04% | 254 |
|
|
2020
Q2 | $227K | Hold |
12,626
| – | – | 0.06% | 205 |
|
|
2020
Q1 | $219K | Sell |
12,626
-3,815
| -23% | -$66.2K | 0.06% | 238 |
|
|
2019
Q4 | $293K | Sell |
16,441
-4,211
| -20% | -$75K | 0.07% | 196 |
|
|
2019
Q3 | $365K | Sell |
20,652
-600
| -3% | -$10.6K | 0.09% | 177 |
|
|
2019
Q2 | $376K | Sell |
21,252
-13,079
| -38% | -$231K | 0.11% | 178 |
|
|
2019
Q1 | $603K | Sell |
34,331
-627
| -2% | -$11K | 0.22% | 97 |
|
|
2018
Q4 | $605K | Buy |
+34,958
| New | +$605K | 0.35% | 72 |
|