Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-347
| Closed | -$36.8K | – | 766 |
|
|
2024
Q3 | $36.8K | Hold |
347
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $36.3K | Hold |
347
| – | – | 0.01% | 316 |
|
|
2024
Q1 | $36.3K | Hold |
347
| – | – | 0.01% | 325 |
|
|
2023
Q4 | $36.6K | Hold |
347
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $35.7K | Hold |
347
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $36.1K | Hold |
347
| – | – | 0.01% | 317 |
|
|
2023
Q1 | $36.3K | Hold |
347
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $36.2K | Hold |
347
| – | – | 0.01% | 285 |
|
|
2022
Q3 | $36K | Buy |
+347
| New | +$36K | 0.01% | 283 |
|