MWC
MBM Wealth Consultants’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-112,400
| Closed | -$5.32M | – | 291 |
|
|
2022
Q1 | $5.32M | Sell |
112,400
-1,638
| -1% | -$77.5K | 2.21% | 13 |
|
|
2021
Q4 | $5.85M | Buy |
114,038
+28,335
| +33% | +$1.45M | 2.43% | 14 |
|
|
2021
Q3 | $4.39M | Buy |
85,703
+3,068
| +4% | +$157K | 2% | 15 |
|
|
2021
Q2 | $4.28M | Buy |
82,635
+4,385
| +6% | +$227K | 2.01% | 15 |
|
|
2021
Q1 | $4.01M | Buy |
78,250
+3,433
| +5% | +$176K | 2.04% | 14 |
|
|
2020
Q4 | $3.89M | Buy |
74,817
+11,085
| +17% | +$577K | 2.12% | 15 |
|
|
2020
Q3 | $3.27M | Buy |
63,732
+1,282
| +2% | +$65.7K | 2.09% | 13 |
|
|
2020
Q2 | $3.18M | Sell |
62,450
-1,234
| -2% | -$62.9K | 2.24% | 13 |
|
|
2020
Q1 | $3.13M | Buy |
63,684
+7,531
| +13% | +$370K | 2.59% | 13 |
|
|
2019
Q4 | $2.82M | Sell |
56,153
-742
| -1% | -$37.3K | 2.09% | 13 |
|
|
2019
Q3 | $2.86M | Buy |
56,895
+1,835
| +3% | +$92.3K | 2.25% | 12 |
|
|
2019
Q2 | $2.74M | Buy |
55,060
+2,916
| +6% | +$145K | 2.28% | 12 |
|
|
2019
Q1 | $2.55M | Sell |
52,144
-18,731
| -26% | -$914K | 2.23% | 12 |
|
|
2018
Q4 | $3.67M | Buy |
+70,875
| New | +$3.67M | 3.58% | 4 |
|