Joseph P. Lucia & Associates’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-190
| Closed | -$9K | – | 406 |
|
|
2022
Q2 | $9K | Hold |
190
| – | – | 0.01% | 315 |
|
|
2022
Q1 | $10K | Buy |
+190
| New | +$10K | 0.01% | 323 |
|
|
2021
Q4 | – | Sell |
-190
| Closed | -$10K | – | 506 |
|
|
2021
Q3 | $10K | Hold |
190
| – | – | 0.01% | 381 |
|
|
2021
Q2 | $11K | Sell |
190
-190
| -50% | -$11K | 0.01% | 380 |
|
|
2021
Q1 | $21K | Hold |
380
| – | – | 0.01% | 291 |
|
|
2020
Q4 | $21K | Buy |
+380
| New | +$21K | 0.01% | 268 |
|
|
2020
Q3 | – | Sell |
-380
| Closed | -$20K | – | 418 |
|
|
2020
Q2 | $20K | Hold |
380
| – | – | 0.02% | 246 |
|
|
2020
Q1 | $20K | Hold |
380
| – | – | 0.02% | 225 |
|
|
2019
Q4 | $20K | Hold |
380
| – | – | 0.02% | 243 |
|
|
2019
Q3 | $20K | Buy |
+380
| New | +$20K | 0.02% | 244 |
|