OTA Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-13,446
| Closed | -$630K | – | 65 |
|
2017
Q2 | $630K | Hold |
13,446
| – | – | 0.41% | 26 |
|
2017
Q1 | $630K | Buy |
13,446
+2,782
| +26% | +$130K | 0.4% | 29 |
|
2016
Q4 | $494K | Buy |
+10,664
| New | +$494K | 0.26% | 35 |
|
2016
Q2 | – | Sell |
-11,022
| Closed | -$533K | – | 82 |
|
2016
Q1 | $533K | Buy |
+11,022
| New | +$533K | 0.93% | 30 |
|
2014
Q1 | – | Sell |
-21,896
| Closed | -$963 | – | 86 |
|
2013
Q4 | $963 | Buy |
+21,896
| New | +$963 | 0.6% | 23 |
|