JWM
AFB
Jupiter Wealth Management’s AllianceBernstein National Municipal Income Fund AFB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,675
| Closed | -$267K | – | 94 |
|
|
2024
Q2 | $267K | Hold |
23,675
| – | – | 0.14% | 77 |
|
|
2024
Q1 | $257K | Hold |
23,675
| – | – | 0.14% | 79 |
|
|
2023
Q4 | $257K | Hold |
23,675
| – | – | 0.15% | 74 |
|
|
2023
Q3 | $233K | Buy |
23,675
+75
| +0.3% | +$738 | 0.15% | 73 |
|
|
2023
Q2 | $253K | Buy |
23,600
+7,150
| +43% | +$76.7K | 0.22% | 56 |
|
|
2023
Q1 | $180K | Hold |
16,450
| – | – | 0.17% | 60 |
|
|
2022
Q4 | $172K | Hold |
16,450
| – | – | 0.17% | 54 |
|
|
2022
Q3 | $170K | Hold |
16,450
| – | – | 0.17% | 55 |
|
|
2022
Q2 | $190K | Hold |
16,450
| – | – | 0.17% | 55 |
|
|
2022
Q1 | $207K | Hold |
16,450
| – | – | 0.13% | 74 |
|
|
2021
Q4 | $243K | Hold |
16,450
| – | – | 0.13% | 78 |
|
|
2021
Q3 | $247K | Hold |
16,450
| – | – | 0.12% | 84 |
|
|
2021
Q2 | $245K | Buy |
16,450
+450
| +3% | +$6.7K | 0.12% | 82 |
|
|
2021
Q1 | $229K | Buy |
+16,000
| New | +$229K | 0.12% | 79 |
|