Kingsview Wealth Management’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $498K | Hold |
|
|||||
|
2025
Q2 | $493K | Sell |
|
|||||
|
2025
Q1 | $516K | Hold |
|
|||||
|
2024
Q4 | $513K | Sell |
|
|||||
|
2024
Q3 | $571K | Hold |
|
|||||
|
2024
Q2 | $563K | Hold |
|
|||||
|
2024
Q1 | $566K | Sell |
|
|||||
|
2023
Q4 | $747K | Buy |
|
|||||
|
2023
Q3 | $601K | Buy |
|
|||||
|
2023
Q2 | $537K | Buy |
|
|||||
|
2023
Q1 | $440K | Buy |
|
|||||
|
2022
Q4 | $412K | Buy |
|