Northwest Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,775
| Closed | -$226K | – | 151 |
|
|
2022
Q1 | $226K | Sell |
4,775
-2,000
| -30% | -$94.7K | 0.11% | 125 |
|
|
2021
Q4 | $347K | Buy |
6,775
+1,909
| +39% | +$97.8K | 0.16% | 99 |
|
|
2021
Q3 | $249K | Sell |
4,866
-215
| -4% | -$11K | 0.12% | 102 |
|
|
2021
Q2 | $263K | Buy |
5,081
+821
| +19% | +$42.5K | 0.14% | 104 |
|
|
2021
Q1 | $218K | Buy |
4,260
+29
| +0.7% | +$1.48K | 0.14% | 103 |
|
|
2020
Q4 | $220K | Buy |
4,231
+57
| +1% | +$2.96K | 0.15% | 102 |
|
|
2020
Q3 | $214K | Sell |
4,174
-2,955
| -41% | -$152K | 0.18% | 94 |
|
|
2020
Q2 | $363K | Sell |
7,129
-589
| -8% | -$30K | 0.32% | 66 |
|
|
2020
Q1 | $379K | Sell |
7,718
-3,989
| -34% | -$196K | 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% | +$99.8K | 0.4% | 69 |
|
|
2019
Q2 | $379K | Sell |
7,615
-426
| -5% | -$21.2K | 0.31% | 80 |
|
|
2019
Q1 | $392K | Buy |
8,041
+95
| +1% | +$4.63K | 0.3% | 75 |
|
|
2018
Q4 | $377K | Sell |
7,946
-6
| -0.1% | -$285 | 0.32% | 69 |
|
|
2018
Q3 | $371K | Buy |
7,952
+168
| +2% | +$7.84K | 0.28% | 74 |
|
|
2018
Q2 | $367K | Buy |
7,784
+3,433
| +79% | +$162K | 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% | +$16.2K | 0.3% | 65 |
|
|
2017
Q1 | $309K | Buy |
6,599
+1,747
| +36% | +$81.8K | 0.29% | 70 |
|
|
2016
Q4 | $225K | Buy |
+4,852
| New | +$225K | 0.23% | 82 |
|