Omnia Family Wealth’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
Q1 | – | Sell |
-4,000
| Closed | -$205K | – | 73 |
|
|
2021
Q4 | $205K | Hold |
4,000
| – | – | 0.12% | 72 |
|
|
2021
Q3 | $205K | Hold |
4,000
| – | – | 0.14% | 65 |
|
|
2021
Q2 | $207K | Hold |
4,000
| – | – | 0.13% | 65 |
|
|
2021
Q1 | $205K | Hold |
4,000
| – | – | 0.15% | 65 |
|
|
2020
Q4 | $208K | Hold |
4,000
| – | – | 0.19% | 68 |
|
|
2020
Q3 | $205K | Hold |
4,000
| – | – | 0.2% | 67 |
|
|
2020
Q2 | $204K | Buy |
+4,000
| New | +$204K | 0.2% | 67 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$201K | – | 81 |
|
|
2019
Q4 | $201K | Hold |
4,000
| – | – | 0.09% | 90 |
|
|
2019
Q3 | $201K | Buy |
+4,000
| New | +$201K | 0.15% | 87 |
|
|
2019
Q2 | – | Sell |
-4,000
| Closed | -$195K | – | 306 |
|
|
2019
Q1 | $195K | Buy |
+4,000
| New | +$195K | 0.1% | 92 |
|
|
2018
Q4 | – | Sell |
-6,043
| Closed | -$282K | – | 589 |
|
|
2018
Q3 | $282K | Hold |
6,043
| – | – | 0.13% | 71 |
|
|
2018
Q2 | $285K | Hold |
6,043
| – | – | 0.13% | 69 |
|
|
2018
Q1 | $285K | Hold |
6,043
| – | – | 0.13% | 66 |
|
|
2017
Q4 | $291K | Hold |
6,043
| – | – | 0.13% | 64 |
|
|
2017
Q3 | $291K | Hold |
6,043
| – | – | 0.14% | 62 |
|
|
2017
Q2 | $289K | Hold |
6,043
| – | – | 0.14% | 61 |
|
|
2017
Q1 | $283K | Hold |
6,043
| – | – | 0.14% | 66 |
|
|
2016
Q4 | $281K | Buy |
+6,043
| New | +$281K | 0.14% | 73 |
|