My Personal CFO LLC’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
2023
Q3
Sell
-2,000
Closed -$213K 85
2023
Q2
$213K Hold
2,000
0.17% 80
2023
Q1
$215K Hold
2,000
0.18% 73
2022
Q4
$211K Hold
2,000
0.19% 67
2022
Q3
$205K Buy
+2,000
New +$205K 0.31% 57