Masso Torrence Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,095
| Closed | -$267K | – | 98 |
|
|
2024
Q2 | $267K | Sell |
13,095
-275
| -2% | -$5.6K | 0.15% | 82 |
|
|
2024
Q1 | $276K | Sell |
13,370
-6,340
| -32% | -$131K | 0.16% | 79 |
|
|
2023
Q4 | $411K | Sell |
19,710
-3,400
| -15% | -$71K | 0.28% | 58 |
|
|
2023
Q3 | $451K | Hold |
23,110
| – | – | 0.35% | 56 |
|
|
2023
Q2 | $474K | Buy |
23,110
+3,000
| +15% | +$61.5K | 0.34% | 57 |
|
|
2023
Q1 | $415K | Sell |
20,110
-520
| -3% | -$10.7K | 0.33% | 61 |
|
|
2022
Q4 | $416K | Buy |
20,630
+3,330
| +19% | +$67.1K | 0.33% | 60 |
|
|
2022
Q3 | $337K | Sell |
17,300
-1,900
| -10% | -$37K | 0.3% | 58 |
|
|
2022
Q2 | $387K | Sell |
19,200
-12,773
| -40% | -$257K | 0.34% | 50 |
|
|
2022
Q1 | $670K | Sell |
31,973
-40,243
| -56% | -$843K | 0.54% | 37 |
|
|
2021
Q4 | $1.63M | Buy |
+72,216
| New | +$1.63M | 1.14% | 28 |
|