Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-280
| Closed | -$30K | – | 550 |
|
|
2019
Q1 | $30K | Hold |
280
| – | – | 0.01% | 382 |
|
|
2018
Q4 | $30K | Hold |
280
| – | – | 0.01% | 371 |
|
|
2018
Q3 | $29K | Sell |
280
-821
| -75% | -$85K | 0.01% | 386 |
|
|
2018
Q2 | $116K | Buy |
1,101
+180
| +20% | +$19K | 0.04% | 208 |
|
|
2018
Q1 | $97K | Buy |
921
+58
| +7% | +$6.11K | 0.04% | 229 |
|
|
2017
Q4 | $91K | Buy |
+863
| New | +$91K | 0.03% | 248 |
|