LWM
Loveless Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $387K | Sell |
8,475
-400
| -5% | -$18.3K | 0.25% | 97 |
|
|
2022
Q1 | $420K | Sell |
8,875
-50
| -0.6% | -$2.37K | 0.24% | 104 |
|
|
2021
Q4 | $458K | Sell |
8,925
-100
| -1% | -$5.13K | 0.25% | 104 |
|
|
2021
Q3 | $462K | Hold |
9,025
| – | – | 0.28% | 100 |
|
|
2021
Q2 | $468K | Sell |
9,025
-80
| -0.9% | -$4.15K | 0.28% | 98 |
|
|
2021
Q1 | $467K | Buy |
9,105
+600
| +7% | +$30.8K | 0.31% | 93 |
|
|
2020
Q4 | $443K | Buy |
8,505
+1,430
| +20% | +$74.5K | 0.33% | 88 |
|
|
2020
Q3 | $363K | Buy |
7,075
+2,175
| +44% | +$112K | 0.31% | 83 |
|
|
2020
Q2 | $250K | Buy |
+4,900
| New | +$250K | 0.23% | 97 |
|
|
2020
Q1 | – | Sell |
-5,050
| Closed | -$255K | – | 104 |
|
|
2019
Q4 | $255K | Buy |
+5,050
| New | +$255K | 0.22% | 102 |
|