Kades & Cheifetz’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $862K | Buy |
16,191
+41
| +0.3% | +$2.18K | 0.44% | 51 |
|
|
2024
Q3 | $877K | Buy |
16,150
+44
| +0.3% | +$2.39K | 0.5% | 48 |
|
|
2024
Q2 | $860K | Buy |
16,106
+100
| +0.6% | +$5.34K | 0.54% | 45 |
|
|
2024
Q1 | $861K | Buy |
16,006
+70
| +0.4% | +$3.77K | 0.55% | 43 |
|
|
2023
Q4 | $862K | Buy |
15,936
+5,490
| +53% | +$297K | 0.61% | 41 |
|
|
2023
Q3 | $533K | Buy |
10,446
+21
| +0.2% | +$1.07K | 0.42% | 47 |
|
|
2023
Q2 | $555K | Hold |
10,425
| – | – | 0.43% | 46 |
|
|
2023
Q1 | $558K | Buy |
10,425
+1,650
| +19% | +$88.3K | 0.44% | 47 |
|
|
2022
Q4 | $460K | Buy |
+8,775
| New | +$460K | 0.38% | 52 |
|