Leonetti & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-6,600
| Closed | -$728K | – | 45 |
|
2014
Q4 | $728K | Hold |
6,600
| – | – | 0.23% | 38 |
|
2014
Q3 | $724K | Buy |
6,600
+4,400
| +200% | +$483K | 0.23% | 36 |
|
2014
Q2 | $239K | Sell |
2,200
-4,400
| -67% | -$478K | 0.08% | 32 |
|
2014
Q1 | $707K | Hold |
6,600
| – | – | 0.24% | 32 |
|
2013
Q4 | $685K | Buy |
6,600
+2,200
| +50% | +$228K | 0.24% | 33 |
|
2013
Q3 | $460K | Buy |
+4,400
| New | +$460K | 0.17% | 36 |
|