MONECO Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,140
| Closed | -$228K | – | 444 |
|
|
2024
Q2 | $228K | Buy |
2,140
+66
| +3% | +$7.03K | 0.03% | 379 |
|
|
2024
Q1 | $223K | Buy |
2,074
+191
| +10% | +$20.6K | 0.04% | 379 |
|
|
2023
Q4 | $204K | Buy |
+1,883
| New | +$204K | 0.04% | 366 |
|
|
2023
Q2 | – | Sell |
-1,971
| Closed | -$212K | – | 350 |
|
|
2023
Q1 | $212K | Buy |
+1,971
| New | +$212K | 0.06% | 302 |
|
|
2022
Q4 | – | Sell |
-3,085
| Closed | -$316K | – | 277 |
|
|
2022
Q3 | $316K | Sell |
3,085
-1,455
| -32% | -$149K | 0.13% | 176 |
|
|
2022
Q2 | $483K | Sell |
4,540
-885
| -16% | -$94.2K | 0.19% | 127 |
|
|
2022
Q1 | $595K | Sell |
5,425
-122
| -2% | -$13.4K | 0.22% | 110 |
|
|
2021
Q4 | $632K | Sell |
5,547
-2,001
| -27% | -$228K | 0.24% | 101 |
|
|
2021
Q3 | $877K | Buy |
+7,548
| New | +$877K | 0.35% | 71 |
|