Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-37
| Closed | -$4K | – | 795 |
|
|
2021
Q1 | $4K | Buy |
37
+2
| +6% | +$216 | ﹤0.01% | 546 |
|
|
2020
Q4 | $4K | Buy |
35
+3
| +9% | +$343 | ﹤0.01% | 534 |
|
|
2020
Q3 | $4K | Sell |
32
-10
| -24% | -$1.25K | ﹤0.01% | 460 |
|
|
2020
Q2 | $5K | Hold |
42
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $4K | Sell |
42
-17
| -29% | -$1.62K | ﹤0.01% | 463 |
|
|
2019
Q4 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 465 |
|