MWPCG
Measured Wealth Private Client Group’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,060
| Closed | -$240K | – | 188 |
|
|
2021
Q4 | $240K | Hold |
2,060
| – | – | 0.08% | 144 |
|
|
2021
Q3 | $239K | Sell |
2,060
-1,398
| -40% | -$162K | 0.09% | 142 |
|
|
2021
Q2 | $405K | Sell |
3,458
-181
| -5% | -$21.2K | 0.13% | 101 |
|
|
2021
Q1 | $422K | Hold |
3,639
| – | – | 0.15% | 76 |
|
|
2020
Q4 | $426K | Hold |
3,639
| – | – | 0.18% | 65 |
|
|
2020
Q3 | $422K | Buy |
3,639
+230
| +7% | +$26.7K | 0.2% | 68 |
|
|
2020
Q2 | $393K | Buy |
+3,409
| New | +$393K | 0.23% | 57 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$22K | – | 475 |
|
|
2018
Q3 | $22K | Buy |
+200
| New | +$22K | 0.01% | 510 |
|