Merriman Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $348K | Buy |
6,531
+82
| +1% | +$4.36K | 0.01% | 156 |
|
|
2024
Q3 | $350K | Sell |
6,449
-103
| -2% | -$5.6K | 0.01% | 166 |
|
|
2024
Q2 | $350K | Buy |
6,552
+78
| +1% | +$4.16K | 0.02% | 160 |
|
|
2024
Q1 | $348K | Buy |
6,474
+441
| +7% | +$23.7K | 0.02% | 156 |
|
|
2023
Q4 | $326K | Sell |
6,033
-18,871
| -76% | -$1.02M | 0.02% | 152 |
|
|
2023
Q3 | $1.27M | Buy |
24,904
+78
| +0.3% | +$3.98K | 0.07% | 69 |
|
|
2023
Q2 | $1.32M | Sell |
24,826
-1,832
| -7% | -$97.6K | 0.07% | 86 |
|
|
2023
Q1 | $1.43M | Buy |
26,658
+467
| +2% | +$25K | 0.07% | 74 |
|
|
2022
Q4 | $1.37M | Buy |
+26,191
| New | +$1.37M | 0.07% | 78 |
|