Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.3M | Sell |
27,705
-86
| -0.3% | -$4.03K | 0.44% | 68 |
|
|
2016
Q4 | $1.29M | Hold |
27,791
| – | – | 0.48% | 63 |
|
|
2016
Q3 | $1.37M | Hold |
27,791
| – | – | 0.49% | 54 |
|
|
2016
Q2 | $1.38M | Hold |
27,791
| – | – | 0.53% | 45 |
|
|
2016
Q1 | $1.35M | Sell |
27,791
-225
| -0.8% | -$10.9K | 0.57% | 45 |
|
|
2015
Q4 | $1.34M | Sell |
28,016
-174
| -0.6% | -$8.34K | 0.58% | 42 |
|
|
2015
Q3 | $1.33M | Hold |
28,190
| – | – | 0.58% | 41 |
|
|
2015
Q2 | $1.31M | Buy |
28,190
+1,778
| +7% | +$82.5K | 0.51% | 42 |
|
|
2015
Q1 | $1.26M | Buy |
+26,412
| New | +$1.26M | 0.52% | 39 |
|