JPLA
Joseph P. Lucia & Associates’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$53K | – | 319 |
|
|
2022
Q2 | $53K | Sell |
500
-710
| -59% | -$75.3K | 0.04% | 173 |
|
|
2022
Q1 | $133K | Buy |
+1,210
| New | +$133K | 0.08% | 136 |
|
|
2021
Q4 | – | Sell |
-360
| Closed | -$42K | – | 396 |
|
|
2021
Q3 | $42K | Hold |
360
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $42K | Hold |
360
| – | – | 0.03% | 232 |
|
|
2021
Q1 | $42K | Hold |
360
| – | – | 0.02% | 218 |
|
|
2020
Q4 | $42K | Buy |
+360
| New | +$42K | 0.03% | 195 |
|
|
2020
Q3 | – | Sell |
-360
| Closed | -$42K | – | 322 |
|
|
2020
Q2 | $42K | Hold |
360
| – | – | 0.04% | 181 |
|
|
2020
Q1 | $41K | Hold |
360
| – | – | 0.05% | 171 |
|
|
2019
Q4 | $41K | Hold |
360
| – | – | 0.04% | 192 |
|
|
2019
Q3 | $41K | Hold |
360
| – | – | 0.04% | 190 |
|
|
2019
Q2 | $41K | Sell |
360
-53,867
| -99% | -$6.13M | 0.04% | 191 |
|
|
2019
Q1 | $490 | Buy |
+54,227
| New | +$490 | 0.04% | 164 |
|