LWM
Laidlaw Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,358
| Closed | -$369K | – | 251 |
|
|
2023
Q3 | $369K | Hold |
8,358
| – | – | 0.12% | 181 |
|
|
2023
Q2 | $385K | Hold |
8,358
| – | – | 0.08% | 224 |
|
|
2023
Q1 | $388K | Hold |
8,358
| – | – | 0.08% | 229 |
|
|
2022
Q4 | $381K | Buy |
8,358
+137
| +2% | +$6.25K | 0.08% | 227 |
|
|
2022
Q3 | $358K | Buy |
8,221
+250
| +3% | +$10.9K | 0.08% | 213 |
|
|
2022
Q2 | $364K | Hold |
7,971
| – | – | 0.07% | 236 |
|
|
2022
Q1 | $377K | Hold |
7,971
| – | – | 0.06% | 263 |
|
|
2021
Q4 | $409K | Hold |
7,971
| – | – | 0.07% | 256 |
|
|
2021
Q3 | $408K | Hold |
7,971
| – | – | 0.1% | 168 |
|
|
2021
Q2 | $413K | Hold |
7,971
| – | – | 0.11% | 168 |
|
|
2021
Q1 | $409K | Hold |
7,971
| – | – | 0.14% | 142 |
|
|
2020
Q4 | $415K | Hold |
7,971
| – | – | 0.09% | 217 |
|
|
2020
Q3 | $409K | Hold |
7,971
| – | – | 0.18% | 124 |
|
|
2020
Q2 | $406K | Hold |
7,971
| – | – | 0.21% | 110 |
|
|
2020
Q1 | $392K | Hold |
7,971
| – | – | 0.26% | 99 |
|
|
2019
Q4 | $400K | Buy |
+7,971
| New | +$400K | 0.25% | 103 |
|