LCWP
Legacy Capital Wealth Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-106,676
| Closed | -$2.02M | – | 312 |
|
|
2023
Q3 | $2.02M | Buy |
+106,676
| New | +$2.02M | 0.55% | 32 |
|
|
2023
Q2 | – | Sell |
-101,132
| Closed | -$2.19M | – | 248 |
|
|
2023
Q1 | $2.19M | Buy |
101,132
+1,005
| +1% | +$21.8K | 0.6% | 37 |
|
|
2022
Q4 | $2.15M | Buy |
100,127
+5,692
| +6% | +$122K | 1.03% | 26 |
|
|
2022
Q3 | $1.95M | Buy |
94,435
+1,759
| +2% | +$36.3K | 1.03% | 28 |
|
|
2022
Q2 | $2.13M | Buy |
92,676
+2,061
| +2% | +$47.4K | 1.07% | 28 |
|
|
2022
Q1 | $2.29M | Sell |
90,615
-1,051
| -1% | -$26.6K | 0.98% | 27 |
|
|
2021
Q4 | $2.49M | Buy |
91,666
+6,930
| +8% | +$188K | 1.03% | 19 |
|
|
2021
Q3 | $4.97M | Buy |
+84,736
| New | +$4.97M | 1.94% | 17 |
|
|
2021
Q2 | – | Sell |
-75,383
| Closed | -$2.16M | – | 82 |
|
|
2021
Q1 | $2.16M | Buy |
75,383
+203
| +0.3% | +$5.81K | 0.89% | 26 |
|
|
2020
Q4 | $2.15M | Buy |
+75,180
| New | +$2.15M | 0.92% | 26 |
|