One Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,436
| Closed | -$330K | – | 215 |
|
|
2021
Q4 | $330K | Sell |
6,436
-201
| -3% | -$10.3K | 0.08% | 124 |
|
|
2021
Q3 | $340K | Hold |
6,637
| – | – | 0.1% | 128 |
|
|
2021
Q2 | $344K | Hold |
6,637
| – | – | 0.11% | 109 |
|
|
2021
Q1 | $340K | Sell |
6,637
-165
| -2% | -$8.45K | 0.13% | 92 |
|
|
2020
Q4 | $354K | Hold |
6,802
| – | – | 0.19% | 70 |
|
|
2020
Q3 | $349K | Hold |
6,802
| – | – | 0.24% | 48 |
|
|
2020
Q2 | $346K | Hold |
6,802
| – | – | 0.27% | 43 |
|
|
2020
Q1 | $334K | Buy |
+6,802
| New | +$334K | 0.33% | 43 |
|