Landmark Wealth Management (New York)’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
29,820
-26,583
| -47% | -$1.3M | 0.62% | 39 |
|
|
2025
Q1 | $2.79M | Sell |
56,403
-808
| -1% | -$40K | 1.23% | 24 |
|
|
2024
Q4 | $2.87M | Buy |
57,211
+1,692
| +3% | +$84.9K | 1.27% | 24 |
|
|
2024
Q3 | $2.86M | Buy |
55,519
+226
| +0.4% | +$11.6K | 1.24% | 25 |
|
|
2024
Q2 | $2.79M | Buy |
55,293
+5,050
| +10% | +$254K | 2.17% | 15 |
|
|
2024
Q1 | $2.54M | Buy |
50,243
+2,280
| +5% | +$115K | 1.18% | 25 |
|
|
2023
Q4 | $2.44M | Buy |
47,963
+13,554
| +39% | +$691K | 1.2% | 25 |
|
|
2023
Q3 | $1.65M | Buy |
+34,409
| New | +$1.65M | 0.94% | 29 |
|
|
2023
Q2 | – | Sell |
-37,265
| Closed | -$1.88M | – | 62 |
|
|
2023
Q1 | $1.88M | Buy |
37,265
+11,562
| +45% | +$582K | 1.04% | 26 |
|
|
2022
Q4 | $1.26M | Sell |
25,703
-3,139
| -11% | -$154K | 0.91% | 32 |
|
|
2022
Q3 | $1.38M | Buy |
+28,842
| New | +$1.38M | 1.04% | 25 |
|
|
2022
Q2 | – | Sell |
-63,716
| Closed | -$1.68M | – | 159 |
|
|
2022
Q1 | $1.68M | Buy |
63,716
+42,215
| +196% | +$1.11M | 0.88% | 28 |
|
|
2021
Q4 | $1K | Buy |
+21,501
| New | +$1K | 0.58% | 36 |
|