Level 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-96
| Closed | -$10K | – | 289 |
|
|
2023
Q1 | $10K | Sell |
96
-56
| -37% | -$5.86K | 0.01% | 166 |
|
|
2022
Q4 | $16K | Buy |
152
+1
| +0.7% | +$105 | 0.01% | 139 |
|
|
2022
Q3 | $16K | Sell |
151
-5
| -3% | -$530 | 0.01% | 149 |
|
|
2022
Q2 | $16K | Sell |
156
-2
| -1% | -$205 | 0.01% | 159 |
|
|
2022
Q1 | $17K | Hold |
158
| – | – | 0.01% | 136 |
|
|
2021
Q4 | $17K | Buy |
+158
| New | +$17K | 0.01% | 145 |
|