LPWM
Lake Point Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-46
| Closed | -$5K | – | 482 |
|
|
2022
Q1 | $5K | Hold |
46
| – | – | ﹤0.01% | 244 |
|
|
2021
Q4 | $5K | Hold |
46
| – | – | ﹤0.01% | 252 |
|
|
2021
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 242 |
|
|
2021
Q2 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 246 |
|
|
2020
Q1 | $239K | Sell |
2,112
-129
| -6% | -$14.6K | 0.21% | 22 |
|
|
2019
Q4 | $255K | Buy |
+2,241
| New | +$255K | 0.08% | 42 |
|