Melone Private Wealth’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
Q3 | – | Sell |
-3,063
| Closed | -$327K | – | 52 |
|
|
2023
Q2 | $327K | Hold |
3,063
| – | – | 0.23% | 49 |
|
|
2023
Q1 | $332K | Hold |
3,063
| – | – | 0.25% | 47 |
|
|
2022
Q4 | $323K | Sell |
3,063
-788
| -20% | -$83.1K | 0.27% | 49 |
|
|
2022
Q3 | $398K | Buy |
3,851
+2
| +0.1% | +$207 | 0.35% | 48 |
|
|
2022
Q2 | $410K | Buy |
3,849
+3
| +0.1% | +$320 | 0.35% | 48 |
|
|
2022
Q1 | $411K | Sell |
3,846
-8,521
| -69% | -$911K | 0.34% | 51 |
|
|
2021
Q4 | $1.44M | Buy |
+12,367
| New | +$1.44M | 1.08% | 28 |
|