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Holistic Financial Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Holistic Financial Partners’s Portfolio ITM Stock Details ITM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-259
Closed -$6K – 200
2018
Q1 		$6K Hold
259
– – 0.01% 359
2017
Q4 		$6K Buy
+259
New +$6K ﹤0.01% 366