Omega Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,176
| Closed | -$2.11M | – | 75 |
|
|
2021
Q4 | $2.11M | Buy |
18,176
+158
| +0.9% | +$18.4K | 0.94% | 33 |
|
|
2021
Q3 | $2.09M | Buy |
18,018
+222
| +1% | +$25.8K | 1% | 34 |
|
|
2021
Q2 | $2.09M | Buy |
17,796
+6,722
| +61% | +$788K | 1.01% | 35 |
|
|
2021
Q1 | $1.29M | Hold |
11,074
| – | – | 0.65% | 40 |
|
|
2020
Q4 | $1.3M | Buy |
+11,074
| New | +$1.3M | 0.7% | 39 |
|