Lido Advisors
ITM icon

Lido Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Lido Advisors’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,195
Closed -$693K – 995
2022
Q2 		$693K Sell
15,195
-2,408
-14% -$110K 0.01% 438
2022
Q1 		$832K Buy
17,603
+29
+0.2% +$1.43K 0.01% 444
2021
Q4 		$901K Buy
17,574
+60
+0.3% +$3.07K 0.01% 442
2021
Q3 		$897K Buy
17,514
+296
+2% +$15.4K 0.01% 434
2021
Q2 		$892K Buy
17,218
+49
+0.3% +$2.53K 0.01% 407
2021
Q1 		$880K Sell
17,169
-2
-0% -$103 0.02% 366
2020
Q4 		$894K Buy
17,171
+2,798
+19% +$144K 0.02% 336
2020
Q3 		$737K Buy
14,373
+1,007
+8% +$51.9K 0.02% 313
2020
Q2 		$681K Buy
13,366
+260
+2% +$12.9K 0.02% 298
2020
Q1 		$644K Sell
13,106
-13,686
-51% -$685K 0.03% 282
2019
Q4 		$1.35M Buy
+26,792
New +$1.35M 0.05% 219

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return