Northwest Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,775
Closed -$226K 151
2022
Q1
$226K Sell
4,775
-2,000
-30% -$98.6K 0.11% 125
2021
Q4
$347K Buy
6,775
+1,909
+39% +$97.7K 0.16% 99
2021
Q3
$249K Sell
4,866
-215
-4% -$11.2K 0.12% 103
2021
Q2
$263K Buy
5,081
+821
+19% +$42.4K 0.14% 104
2021
Q1
$218K Buy
4,260
+29
+0.7% +$1.5K 0.14% 103
2020
Q4
$220K Buy
4,231
+57
+1% +$2.94K 0.15% 102
2020
Q3
$214K Sell
4,174
-2,955
-41% -$152K 0.18% 94
2020
Q2
$363K Sell
7,129
-589
-8% -$29.3K 0.32% 66
2020
Q1
$379K Sell
7,718
-3,989
-34% -$200K 0.38% 61
2019
Q4
$588K Buy
11,707
+2,108
+22% +$106K 0.54% 50
2019
Q3
$483K Buy
9,599
+1,984
+26% +$100K 0.4% 69
2019
Q2
$379K Sell
7,615
-426
-5% -$21K 0.31% 80
2019
Q1
$392K Buy
8,041
+95
+1% +$4.56K 0.3% 75
2018
Q4
$377K Sell
7,946
-6
-0.1% -$279 0.32% 69
2018
Q3
$371K Buy
7,952
+168
+2% +$7.9K 0.28% 74
2018
Q2
$367K Buy
7,784
+3,433
+79% +$161K 0.28% 73
2018
Q1
$205K Buy
+4,351
New +$205K 0.15% 107
2017
Q4
Sell
-7,205
Closed -$347K 92
2017
Q3
$347K Buy
7,205
+268
+4% +$12.9K 0.49% 45
2017
Q2
$332K Buy
6,937
+338
+5% +$16.1K 0.3% 65
2017
Q1
$309K Buy
6,599
+1,747
+36% +$81.6K 0.29% 70
2016
Q4
$225K Buy
+4,852
New +$230K 0.23% 82

Other funds holding ITM