MAP
Milestone Advisory Partners’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,952
| Closed | -$232K | – | 77 |
|
|
2022
Q3 | $232K | Sell |
13,952
-1,463
| -9% | -$24.3K | 0.17% | 64 |
|
|
2022
Q2 | $264K | Hold |
15,415
| – | – | 0.21% | 56 |
|
|
2022
Q1 | $264K | Hold |
15,415
| – | – | 0.14% | 70 |
|
|
2021
Q4 | $276K | Sell |
15,415
-39,085
| -72% | -$700K | 0.14% | 75 |
|
|
2021
Q3 | $981K | Buy |
54,500
+8,095
| +17% | +$146K | 0.58% | 33 |
|
|
2021
Q2 | $838K | Buy |
46,405
+22,500
| +94% | +$406K | 0.44% | 36 |
|
|
2021
Q1 | $431K | Hold |
23,905
| – | – | 0.23% | 38 |
|
|
2020
Q4 | $433K | Hold |
23,905
| – | – | 0.25% | 39 |
|
|
2020
Q3 | $431K | Hold |
23,905
| – | – | 0.27% | 33 |
|
|
2020
Q2 | $431K | Hold |
23,905
| – | – | 0.25% | 35 |
|
|
2020
Q1 | $415K | Hold |
23,905
| – | – | 0.29% | 25 |
|
|
2019
Q4 | $425K | Hold |
23,905
| – | – | 0.22% | 35 |
|
|
2019
Q3 | $423K | Hold |
23,905
| – | – | 0.24% | 35 |
|
|
2019
Q2 | $423K | Buy |
23,905
+5,875
| +33% | +$104K | 0.26% | 32 |
|
|
2019
Q1 | $317K | Hold |
18,030
| – | – | 0.2% | 39 |
|
|
2018
Q4 | $312K | Hold |
18,030
| – | – | 0.27% | 32 |
|
|
2018
Q3 | $310K | Hold |
18,030
| – | – | 0.22% | 38 |
|
|
2018
Q2 | $311K | Hold |
18,030
| – | – | 0.23% | 37 |
|
|
2018
Q1 | $310K | Buy |
+18,030
| New | +$310K | 0.23% | 37 |
|