Money Concepts Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,945
| Closed | -$203K | – | 2602 |
|
2022
Q4 | $203K | Buy |
1,945
+929
| +91% | +$96.9K | 0.01% | 679 |
|
2022
Q3 | $104K | Buy |
1,016
+666
| +190% | +$68.2K | 0.01% | 572 |
|
2022
Q2 | $37K | Sell |
350
-500
| -59% | -$52.9K | ﹤0.01% | 762 |
|
2022
Q1 | $89K | Buy |
850
+500
| +143% | +$52.4K | 0.01% | 1031 |
|
2021
Q4 | $38K | Buy |
+350
| New | +$38K | ﹤0.01% | 617 |
|
2021
Q1 | $38K | Hold |
350
| – | – | ﹤0.01% | 589 |
|
2020
Q4 | $38K | Buy |
+350
| New | +$38K | ﹤0.01% | 538 |
|