LWS Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.31M | Buy |
30,515
+11,509
| +61% | +$1.25M | 1.24% | 22 |
|
|
2023
Q3 | $1.95M | Buy |
19,006
+5,924
| +45% | +$607K | 0.85% | 27 |
|
|
2023
Q2 | $1.4M | Buy |
13,082
+2,233
| +21% | +$238K | 0.59% | 30 |
|
|
2023
Q1 | $1.17M | Buy |
10,849
+7,424
| +217% | +$800K | 0.48% | 30 |
|
|
2022
Q4 | $361K | Buy |
+3,425
| New | +$361K | 0.15% | 44 |
|
|
2022
Q3 | – | Sell |
-3,568
| Closed | -$379K | – | 61 |
|
|
2022
Q2 | $379K | Buy |
+3,568
| New | +$379K | 0.18% | 49 |
|
|
2020
Q1 | – | Sell |
-540
| Closed | -$61K | – | 71 |
|
|
2019
Q4 | $61K | Buy |
+540
| New | +$61K | 0.03% | 67 |
|