Opes Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $936K | Buy |
39,255
+3,250
| +9% | +$77.5K | 0.17% | 70 |
|
2025
Q1 | $863K | Sell |
36,005
-1,690
| -4% | -$40.5K | 0.17% | 67 |
|
2024
Q4 | $905K | Buy |
37,695
+5,150
| +16% | +$124K | 0.19% | 64 |
|
2024
Q3 | $801K | Buy |
32,545
+2,250
| +7% | +$55.4K | 0.15% | 66 |
|
2024
Q2 | $733K | Buy |
30,295
+755
| +3% | +$18.3K | 0.15% | 64 |
|
2024
Q1 | $720K | Buy |
29,540
+5,540
| +23% | +$135K | 0.17% | 69 |
|
2023
Q4 | $589K | Buy |
24,000
+2,950
| +14% | +$72.5K | 0.14% | 74 |
|
2023
Q3 | $495K | Buy |
21,050
+5,375
| +34% | +$126K | 0.14% | 78 |
|
2023
Q2 | $382K | Buy |
15,675
+1,675
| +12% | +$40.8K | 0.11% | 94 |
|
2023
Q1 | $344K | Hold |
14,000
| – | – | 0.11% | 86 |
|
2022
Q4 | $338K | Buy |
14,000
+2,000
| +17% | +$48.3K | 0.12% | 83 |
|
2022
Q3 | $281K | Buy |
+12,000
| New | +$281K | 0.11% | 79 |
|