Midwest Professional Planners Ltd (MPPL)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,461
| Closed | -$2.23M | – | 122 |
|
|
2021
Q1 | $2.23M | Buy |
8,461
+4,975
| +143% | +$1.31M | 2.2% | 13 |
|
|
2020
Q4 | $203K | Sell |
3,486
-3,779
| -52% | -$220K | 0.13% | 110 |
|
|
2020
Q3 | $3.93M | Buy |
7,265
+162
| +2% | +$87.7K | 2.77% | 7 |
|
|
2020
Q2 | $2.7M | Sell |
7,103
-1,358
| -16% | -$516K | 2.12% | 7 |
|
|
2020
Q1 | $2.23M | Buy |
8,461
+112
| +1% | +$29.5K | 2.2% | 14 |
|
|
2019
Q4 | $1.96M | Buy |
8,349
+4,697
| +129% | +$1.1M | 1.6% | 17 |
|
|
2019
Q3 | $209K | Sell |
3,652
-217
| -6% | -$12.4K | 0.19% | 89 |
|
|
2019
Q2 | $220K | Sell |
3,869
-423
| -10% | -$24.1K | 0.2% | 82 |
|
|
2019
Q1 | $240K | Sell |
4,292
-44,311
| -91% | -$2.48M | 0.23% | 80 |
|
|
2018
Q4 | $2.66M | Sell |
48,603
-3,478
| -7% | -$190K | 2.87% | 9 |
|
|
2018
Q3 | $2.83M | Sell |
52,081
-914
| -2% | -$49.7K | 2.6% | 12 |
|
|
2018
Q2 | $2.9M | Buy |
52,995
+204
| +0.4% | +$11.2K | 2.6% | 9 |
|
|
2018
Q1 | $2.89M | Sell |
52,791
-543
| -1% | -$29.7K | 2.61% | 9 |
|
|
2017
Q4 | $2.98M | Buy |
+53,334
| New | +$2.98M | 2.72% | 10 |
|