Innova Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,535
| Closed | -$254K | – | 105 |
|
|
2024
Q2 | $254K | Sell |
5,535
-1,000
| -15% | -$45.8K | 0.18% | 70 |
|
|
2024
Q1 | $304K | Hold |
6,535
| – | – | 0.23% | 59 |
|
|
2023
Q4 | $307K | Sell |
6,535
-2,185
| -25% | -$103K | 0.26% | 48 |
|
|
2023
Q3 | $385K | Hold |
8,720
| – | – | 0.35% | 33 |
|
|
2023
Q2 | $402K | Buy |
8,720
+210
| +2% | +$9.68K | 0.34% | 38 |
|
|
2023
Q1 | $395K | Sell |
8,510
-425
| -5% | -$19.8K | 0.35% | 31 |
|
|
2022
Q4 | $408K | Sell |
8,935
-75
| -0.8% | -$3.42K | 0.36% | 34 |
|
|
2022
Q3 | $392K | Buy |
9,010
+700
| +8% | +$30.5K | 0.36% | 29 |
|
|
2022
Q2 | $380K | Buy |
8,310
+400
| +5% | +$18.3K | 0.32% | 30 |
|
|
2022
Q1 | $374K | Buy |
7,910
+415
| +6% | +$19.6K | 0.27% | 41 |
|
|
2021
Q4 | $384K | Buy |
7,495
+300
| +4% | +$15.4K | 0.27% | 43 |
|
|
2021
Q3 | $369K | Buy |
7,195
+1,185
| +20% | +$60.8K | 0.29% | 46 |
|
|
2021
Q2 | $311K | Buy |
+6,010
| New | +$311K | 0.25% | 47 |
|