IHT Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,794
| Closed | -$316K | – | 994 |
|
2023
Q1 | $316K | Buy |
+6,794
| New | +$316K | 0.02% | 682 |
|
2020
Q1 | – | Sell |
-4,051
| Closed | -$203K | – | 608 |
|
2019
Q4 | $203K | Sell |
4,051
-132
| -3% | -$6.62K | 0.02% | 564 |
|
2019
Q3 | $210K | Buy |
+4,183
| New | +$210K | 0.03% | 539 |
|
2018
Q2 | – | Sell |
-553
| Closed | -$26K | – | 893 |
|
2018
Q1 | $26K | Hold |
553
| – | – | 0.01% | 890 |
|
2017
Q4 | $27K | Hold |
553
| – | – | 0.01% | 897 |
|
2017
Q3 | $27K | Sell |
553
-694
| -56% | -$33.9K | 0.01% | 678 |
|
2017
Q2 | $322 | Hold |
1,247
| – | – | 0.16% | 160 |
|
2017
Q1 | $73K | Sell |
1,247
-697
| -36% | -$40.8K | 0.05% | 337 |
|
2016
Q4 | $90K | Buy |
+1,944
| New | +$90K | 0.07% | 286 |
|