Kingsview Wealth Management’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 | $493K | Sell |
19,650
-900
| -4% | -$22.6K | 0.01% | 774 |
|
|
2025
Q1 | $516K | Hold |
20,550
| – | – | 0.01% | 715 |
|
|
2024
Q4 | $513K | Sell |
20,550
-2,000
| -9% | -$49.9K | 0.01% | 728 |
|
|
2024
Q3 | $571K | Hold |
22,550
| – | – | 0.01% | 671 |
|
|
2024
Q2 | $563K | Hold |
22,550
| – | – | 0.01% | 648 |
|
|
2024
Q1 | $566K | Sell |
22,550
-7,125
| -24% | -$179K | 0.01% | 636 |
|
|
2023
Q4 | $747K | Buy |
29,675
+5,225
| +21% | +$132K | 0.02% | 546 |
|
|
2023
Q3 | $601K | Buy |
24,450
+2,950
| +14% | +$72.6K | 0.02% | 566 |
|
|
2023
Q2 | $537K | Buy |
21,500
+4,000
| +23% | +$99.8K | 0.02% | 569 |
|
|
2023
Q1 | $440K | Buy |
17,500
+1,000
| +6% | +$25.2K | 0.02% | 614 |
|
|
2022
Q4 | $412K | Buy |
+16,500
| New | +$412K | 0.02% | 566 |
|