GYL Financial Synergies’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.17M | Buy |
38,346
+2,068
| +6% | +$225K | 0.31% | 78 |
|
|
2024
Q2 | $3.87M | Sell |
36,278
-375
| -1% | -$40K | 0.3% | 81 |
|
|
2024
Q1 | $3.94M | Sell |
36,653
-46,259
| -56% | -$4.98M | 0.31% | 78 |
|
|
2023
Q4 | $8.99M | Buy |
82,912
+23,173
| +39% | +$2.51M | 0.74% | 33 |
|
|
2023
Q3 | $6.13M | Buy |
59,739
+21,387
| +56% | +$2.19M | 0.6% | 41 |
|
|
2023
Q2 | $4.09M | Buy |
38,352
+2,311
| +6% | +$247K | 0.37% | 65 |
|
|
2023
Q1 | $3.88M | Sell |
36,041
-117,238
| -76% | -$12.6M | 0.47% | 53 |
|
|
2022
Q4 | $16.2M | Buy |
153,279
+55,506
| +57% | +$5.86M | 3.5% | 5 |
|
|
2022
Q3 | $10M | Buy |
97,773
+55,575
| +132% | +$5.7M | 2.74% | 7 |
|
|
2022
Q2 | $4.49M | Buy |
42,198
+23,652
| +128% | +$2.52M | 1.23% | 18 |
|
|
2022
Q1 | $2.03M | Buy |
18,546
+13,046
| +237% | +$1.43M | 0.49% | 28 |
|
|
2021
Q4 | $640K | Buy |
+5,500
| New | +$640K | 0.17% | 99 |
|