LPL Financial’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-17,882
| Closed | -$915K | – | 2849 |
|
|
2014
Q2 | $915K | Sell |
17,882
-2,325
| -12% | -$119K | 0.01% | 1395 |
|
|
2014
Q1 | $1.04M | Sell |
20,207
-1,510
| -7% | -$77.3K | 0.01% | 1244 |
|
|
2013
Q4 | $1.12M | Buy |
21,717
+6,311
| +41% | +$324K | 0.01% | 1177 |
|
|
2013
Q3 | $794K | Buy |
15,406
+1,193
| +8% | +$61.5K | 0.01% | 1328 |
|
|
2013
Q2 | $735K | Buy |
+14,213
| New | +$735K | 0.01% | 1304 |
|