Laurel Wealth Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,940
Closed -$310K 147
2022
Q4
$310K Hold
2,940
0.2% 52
2022
Q3
$302K Buy
2,940
+452
+18% +$46.4K 0.22% 50
2022
Q2
$265K Buy
2,488
+137
+6% +$14.6K 0.19% 54
2022
Q1
$258K Buy
+2,351
New +$258K 0.17% 65