Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-72,657
| Closed | -$7.46M | – | 254 |
|
|
2022
Q3 | $7.46M | Buy |
72,657
+14,260
| +24% | +$1.46M | 1.78% | 12 |
|
|
2022
Q2 | $6.11M | Buy |
58,397
+53,545
| +1,104% | +$5.6M | 1.52% | 12 |
|
|
2022
Q1 | $508K | Buy |
+4,852
| New | +$508K | 0.11% | 97 |
|
|
2020
Q1 | – | Sell |
-2,915
| Closed | -$311K | – | 113 |
|
|
2019
Q4 | $311K | Hold |
2,915
| – | – | 0.1% | 94 |
|
|
2019
Q3 | $311K | Hold |
2,915
| – | – | 0.1% | 88 |
|
|
2019
Q2 | $311K | Hold |
2,915
| – | – | 0.11% | 88 |
|
|
2019
Q1 | $309K | Sell |
2,915
-12,890
| -82% | -$1.37M | 0.1% | 83 |
|
|
2018
Q4 | $1.67M | Buy |
+15,805
| New | +$1.67M | 0.65% | 15 |
|