Gray Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,368
| Closed | -$207K | – | 119 |
|
2022
Q1 | $207K | Hold |
4,368
| – | – | 0.11% | 121 |
|
2021
Q4 | $224K | Sell |
4,368
-1,880
| -30% | -$96.4K | 0.11% | 116 |
|
2021
Q3 | $320K | Hold |
6,248
| – | – | 0.18% | 84 |
|
2021
Q2 | $324K | Sell |
6,248
-500
| -7% | -$25.9K | 0.19% | 82 |
|
2021
Q1 | $346K | Sell |
6,748
-990
| -13% | -$50.8K | 0.22% | 72 |
|
2020
Q4 | $404K | Hold |
7,738
| – | – | 0.28% | 62 |
|
2020
Q3 | $397K | Hold |
7,738
| – | – | 0.31% | 58 |
|
2020
Q2 | $393K | Hold |
7,738
| – | – | 0.34% | 58 |
|
2020
Q1 | $382K | Buy |
+7,738
| New | +$382K | 0.42% | 50 |
|