Journey Strategic Wealth’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
143,568
+52,177
| +57% | +$1.31M | 0.12% | 63 |
|
|
2025
Q1 | $2.29M | Sell |
91,391
-68,613
| -43% | -$1.72M | 0.08% | 71 |
|
|
2024
Q4 | $3.99M | Buy |
160,004
+33,289
| +26% | +$831K | 0.15% | 44 |
|
|
2024
Q3 | $3.21M | Buy |
126,715
+14,664
| +13% | +$371K | 0.12% | 47 |
|
|
2024
Q2 | $2.8M | Buy |
112,051
+21,585
| +24% | +$539K | 0.12% | 37 |
|
|
2024
Q1 | $2.27M | Buy |
90,466
+8,747
| +11% | +$219K | 0.1% | 38 |
|
|
2023
Q4 | $2.06M | Buy |
81,719
+26,557
| +48% | +$668K | 0.1% | 37 |
|
|
2023
Q3 | $1.36M | Buy |
55,162
+19,967
| +57% | +$491K | 0.06% | 46 |
|
|
2023
Q2 | $878K | Buy |
35,195
+948
| +3% | +$23.7K | 0.04% | 62 |
|
|
2023
Q1 | $861K | Sell |
34,247
-13,208
| -28% | -$332K | 0.09% | 63 |
|
|
2022
Q4 | $1.19M | Buy |
+47,455
| New | +$1.19M | 0.14% | 52 |
|