LifePlan Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $84K | Sell |
1,646
-144
| -8% | -$7.35K | 0.04% | 204 |
|
2020
Q2 | $91K | Sell |
1,790
-431
| -19% | -$21.9K | 0.04% | 187 |
|
2020
Q1 | $109K | Hold |
2,221
| – | – | 0.06% | 155 |
|
2019
Q4 | $112K | Sell |
2,221
-786
| -26% | -$39.6K | 0.05% | 173 |
|
2019
Q3 | $151K | Hold |
3,007
| – | – | 0.07% | 148 |
|
2019
Q2 | $150K | Buy |
3,007
+490
| +19% | +$24.4K | 0.07% | 143 |
|
2019
Q1 | $123K | Buy |
2,517
+1,867
| +287% | +$91.2K | 0.07% | 167 |
|
2018
Q4 | $31K | Hold |
650
| – | – | 0.02% | 285 |
|
2018
Q3 | $30K | Hold |
650
| – | – | 0.02% | 294 |
|
2018
Q2 | $31K | Hold |
650
| – | – | 0.02% | 280 |
|
2018
Q1 | $31K | Buy |
+650
| New | +$31K | 0.02% | 272 |
|