Lenox Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $363K | Buy |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $358K | Sell |
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|
2020
Q1 | $534K | Sell |
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|
2019
Q4 | $542K | Buy |
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|
2019
Q3 | $534K | Buy |
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|
2019
Q2 | $526K | Buy |
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|
2019
Q1 | $516K | Sell |
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|
2018
Q4 | $510K | Buy |
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | $333K | Sell |
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|
2018
Q1 | $428K | Buy |
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|
2017
Q4 | $375K | Buy |
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|
2017
Q3 | $357K | Buy |
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|
2017
Q2 | $352K | Buy |
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|
2017
Q1 | $346K | Sell |
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|
2016
Q4 | $355K | Sell |
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|
2016
Q3 | $583K | Buy |
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|
2016
Q2 | $586K | Sell |
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|
2016
Q1 | $645K | Sell |
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|
2015
Q4 | $839K | Buy |
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|
2015
Q3 | $625K | Buy |
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|
2015
Q2 | $571K | Sell |
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|
2015
Q1 | $634K | Buy |
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|
2014
Q4 | $628K | Buy |
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|
2014
Q3 | $620K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $554K | Buy |
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|
2013
Q3 | $346K | Buy |
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|
2013
Q2 | $345K | Buy |
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