MWM
MBE Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,057
| Closed | -$395K | – | 105 |
|
|
2024
Q3 | $395K | Hold |
16,057
| – | – | 0.22% | 62 |
|
|
2024
Q2 | $388K | Sell |
16,057
-110
| -0.7% | -$2.66K | 0.24% | 59 |
|
|
2024
Q1 | $394K | Buy |
16,167
+222
| +1% | +$5.42K | 0.24% | 58 |
|
|
2023
Q4 | $392K | Sell |
15,945
-313
| -2% | -$7.69K | 0.2% | 58 |
|
|
2023
Q3 | $382K | Buy |
16,258
+632
| +4% | +$14.9K | 0.22% | 52 |
|
|
2023
Q2 | $381K | Buy |
15,626
+24
| +0.2% | +$585 | 0.2% | 53 |
|
|
2023
Q1 | $384K | Buy |
15,602
+76
| +0.5% | +$1.87K | 0.23% | 48 |
|
|
2022
Q4 | $375K | Buy |
+15,526
| New | +$375K | 0.24% | 44 |
|