HWP
Hefty Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.53M | Sell |
107,620
-38,499
| -26% | -$906K | 1.63% | 20 |
|
|
2017
Q4 | $3.52M | Buy |
146,119
+7,336
| +5% | +$177K | 2.18% | 11 |
|
|
2017
Q3 | $3.34M | Buy |
138,783
+2,387
| +2% | +$57.4K | 2.21% | 10 |
|
|
2017
Q2 | $3.26M | Buy |
136,396
+12,931
| +10% | +$309K | 2.23% | 11 |
|
|
2017
Q1 | $2.89M | Buy |
123,465
+81,155
| +192% | +$1.9M | 2.11% | 9 |
|
|
2016
Q4 | $981K | Sell |
42,310
-53,775
| -56% | -$1.25M | 0.82% | 39 |
|
|
2016
Q3 | $2.36M | Buy |
96,085
+8,186
| +9% | +$201K | 1.79% | 14 |
|
|
2016
Q2 | $2.18M | Buy |
87,899
+1,395
| +2% | +$34.6K | 1.8% | 17 |
|
|
2016
Q1 | $2.1M | Buy |
86,504
+11,969
| +16% | +$290K | 1.96% | 11 |
|
|
2015
Q4 | $1.79M | Buy |
+74,535
| New | +$1.79M | 1.7% | 15 |
|