JWA
JFS Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Sell |
3,043
-2,202
| -42% | -$100K | 0.01% | 334 |
|
|
2025
Q1 | $239K | Buy |
5,245
+5,195
| +10,390% | +$236K | 0.02% | 282 |
|
|
2024
Q4 | $2.31K | Buy |
+50
| New | +$2.31K | ﹤0.01% | 1417 |
|
|
2024
Q3 | – | Sell |
-21
| Closed | -$963 | – | 1992 |
|
|
2024
Q2 | $963 | Buy |
+21
| New | +$963 | ﹤0.01% | 1673 |
|
|
2020
Q3 | – | Sell |
-277
| Closed | -$14K | – | 577 |
|
|
2020
Q2 | $14K | Sell |
277
-4,042
| -94% | -$204K | ﹤0.01% | 347 |
|
|
2020
Q1 | $212K | Hold |
4,319
| – | – | 0.06% | 121 |
|
|
2019
Q4 | $217K | Hold |
4,319
| – | – | 0.05% | 135 |
|
|
2019
Q3 | $217K | Buy |
+4,319
| New | +$217K | 0.06% | 137 |
|
|
2016
Q4 | – | Sell |
-347
| Closed | -$9K | – | 468 |
|
|
2016
Q3 | $9K | Hold |
347
| – | – | ﹤0.01% | 392 |
|
|
2016
Q2 | $9K | Hold |
347
| – | – | ﹤0.01% | 395 |
|
|
2016
Q1 | $8K | Hold |
347
| – | – | ﹤0.01% | 419 |
|
|
2015
Q4 | $8K | Hold |
347
| – | – | ﹤0.01% | 417 |
|
|
2015
Q3 | $8K | Buy |
+347
| New | +$8K | ﹤0.01% | 367 |
|