MWM
MY Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,538
| Closed | -$637K | – | 29 |
|
|
2023
Q4 | $637K | Hold |
13,538
| – | – | 0.6% | 18 |
|
|
2023
Q3 | $597K | Hold |
13,538
| – | – | 0.59% | 21 |
|
|
2023
Q2 | $624K | Hold |
13,538
| – | – | 0.57% | 22 |
|
|
2023
Q1 | $629K | Hold |
13,538
| – | – | 0.63% | 21 |
|
|
2022
Q4 | $617K | Hold |
13,538
| – | – | 0.94% | 17 |
|
|
2022
Q3 | $589K | Sell |
13,538
-85,654
| -86% | -$3.73M | 0.63% | 20 |
|
|
2022
Q2 | $4.53M | Sell |
99,192
-16
| -0% | -$731 | 4.89% | 9 |
|
|
2022
Q1 | $4.7M | Buy |
99,208
+6,970
| +8% | +$330K | 4.35% | 9 |
|
|
2021
Q4 | $4.73M | Buy |
+92,238
| New | +$4.73M | 4.16% | 10 |
|