Kore Private Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,127
| Closed | -$121K | – | 975 |
|
2020
Q2 | $121K | Hold |
1,127
| – | – | 0.02% | 312 |
|
2020
Q1 | $120K | Hold |
1,127
| – | – | 0.03% | 286 |
|
2019
Q4 | $120K | Buy |
+1,127
| New | +$120K | 0.02% | 331 |
|
2019
Q2 | – | Sell |
-1,127
| Closed | -$119K | – | 710 |
|
2019
Q1 | $119K | Hold |
1,127
| – | – | 0.03% | 262 |
|
2018
Q4 | $119K | Buy |
+1,127
| New | +$119K | 0.03% | 265 |
|