Opal Wealth Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Buy |
15,033
+1,193
| +9% | +$62.2K | 0.22% | 53 |
|
|
2025
Q1 | $729K | Sell |
13,840
-131,757
| -90% | -$6.94M | 0.22% | 52 |
|
|
2024
Q4 | $7.75M | Sell |
145,597
-18,128
| -11% | -$965K | 2.33% | 9 |
|
|
2024
Q3 | $8.9M | Sell |
163,725
-935
| -0.6% | -$50.8K | 2.79% | 8 |
|
|
2024
Q2 | $8.79M | Sell |
164,660
-2,970
| -2% | -$159K | 2.82% | 6 |
|
|
2024
Q1 | $9.02M | Sell |
167,630
-576
| -0.3% | -$31K | 3.06% | 7 |
|
|
2023
Q4 | $9.1M | Buy |
+168,206
| New | +$9.1M | 3.58% | 6 |
|
|
2023
Q1 | – | Sell |
-26,400
| Closed | -$1.38M | – | 135 |
|
|
2022
Q4 | $1.38M | Sell |
26,400
-36,156
| -58% | -$1.89M | 0.76% | 17 |
|
|
2022
Q3 | $3.17M | Sell |
62,556
-75,573
| -55% | -$3.82M | 2.31% | 7 |
|
|
2022
Q2 | $7.27M | Buy |
+138,129
| New | +$7.27M | 4.8% | 6 |
|
|
2022
Q1 | – | Sell |
-38,397
| Closed | -$2.23M | – | 126 |
|
|
2021
Q4 | $2.23M | Buy |
+38,397
| New | +$2.23M | 1.41% | 12 |
|