KCS Wealth Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,251
| Closed | -$239K | – | 159 |
|
|
2019
Q1 | $239K | Buy |
2,251
+1
| +0% | +$106 | 0.21% | 133 |
|
|
2018
Q4 | $237K | Buy |
+2,250
| New | +$237K | 0.25% | 131 |
|
|
2018
Q3 | – | Sell |
-2,600
| Closed | -$273K | – | 156 |
|
|
2018
Q2 | $273K | Buy |
2,600
+207
| +9% | +$21.7K | 0.25% | 129 |
|
|
2018
Q1 | $251K | Sell |
2,393
-283
| -11% | -$29.7K | 0.23% | 142 |
|
|
2017
Q4 | $281K | Buy |
+2,676
| New | +$281K | 0.27% | 125 |
|