LPWM
Lake Point Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $366K | Hold |
3,496
| – | – | 0.21% | 21 |
|
|
2022
Q1 | $366K | Sell |
3,496
-372
| -10% | -$38.9K | 0.17% | 19 |
|
|
2021
Q4 | $415K | Hold |
3,868
| – | – | 0.18% | 22 |
|
|
2021
Q3 | $416K | Hold |
3,868
| – | – | 0.19% | 18 |
|
|
2021
Q2 | $417K | Buy |
+3,868
| New | +$417K | 0.19% | 19 |
|
|
2020
Q1 | $3.24M | Sell |
30,484
-524
| -2% | -$55.7K | 2.85% | 10 |
|
|
2019
Q4 | $3.31M | Buy |
+31,008
| New | +$3.31M | 1.1% | 20 |
|
|
2019
Q2 | $2.56M | Hold |
24,057
| – | – | 0.89% | 21 |
|
|
2019
Q1 | $2.56M | Buy |
24,057
+14,451
| +150% | +$1.54M | 0.89% | 21 |
|
|
2018
Q4 | $1.01M | Buy |
+9,606
| New | +$1.01M | 0.38% | 50 |
|