HFA
Highland Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-29,446
| Closed | -$1.37M | – | 57 |
|
|
2024
Q1 | $1.37M | Buy |
29,446
+3,321
| +13% | +$155K | 0.55% | 25 |
|
|
2023
Q4 | $1.23M | Buy |
26,125
+1,963
| +8% | +$92.3K | 0.53% | 25 |
|
|
2023
Q3 | $1.07M | Buy |
24,162
+50
| +0.2% | +$2.21K | 0.55% | 24 |
|
|
2023
Q2 | $1.11M | Sell |
24,112
-5,156
| -18% | -$238K | 0.57% | 25 |
|
|
2023
Q1 | $1.36M | Buy |
29,268
+572
| +2% | +$26.6K | 0.74% | 24 |
|
|
2022
Q4 | $1.31M | Buy |
+28,696
| New | +$1.31M | 0.77% | 23 |
|