Jaffetilchin Investment Partners’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,156
| Closed | -$229K | – | 329 |
|
2022
Q2 | $229K | Buy |
2,156
+4
| +0.2% | +$425 | 0.03% | 279 |
|
2022
Q1 | $227K | Sell |
2,152
-876
| -29% | -$92.4K | 0.03% | 291 |
|
2021
Q4 | $352K | Buy |
3,028
+418
| +16% | +$48.6K | 0.03% | 257 |
|
2021
Q3 | $303K | Sell |
2,610
-52,322
| -95% | -$6.07M | 0.03% | 273 |
|
2021
Q2 | $6.44M | Buy |
54,932
+21,881
| +66% | +$2.56M | 0.44% | 41 |
|
2021
Q1 | $3.84M | Sell |
33,051
-19,283
| -37% | -$2.24M | 0.45% | 46 |
|
2020
Q4 | $6.13M | Sell |
52,334
-1,097
| -2% | -$129K | 0.87% | 23 |
|
2020
Q3 | $6.19M | Buy |
53,431
+18,266
| +52% | +$2.12M | 1.14% | 20 |
|
2020
Q2 | $4.06M | Buy |
+35,165
| New | +$4.06M | 0.89% | 22 |
|
2019
Q1 | – | Sell |
-8,174
| Closed | -$891K | – | 306 |
|
2018
Q4 | $891K | Buy |
+8,174
| New | +$891K | 0.22% | 63 |
|