Pacific Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-353
| Closed | -$16.4K | – | 615 |
|
|
2024
Q1 | $16.4K | Sell |
353
-267
| -43% | -$12.4K | ﹤0.01% | 202 |
|
|
2023
Q4 | $29.2K | Buy |
+620
| New | +$29.2K | 0.01% | 172 |
|
|
2023
Q2 | – | Sell |
-26,177
| Closed | -$1.22M | – | 72 |
|
|
2023
Q1 | $1.22M | Sell |
26,177
-2,721
| -9% | -$126K | 0.31% | 40 |
|
|
2022
Q4 | $1.32M | Sell |
28,898
-1,407
| -5% | -$64.2K | 0.34% | 43 |
|
|
2022
Q3 | $1.32M | Sell |
30,305
-118
| -0.4% | -$5.14K | 0.36% | 43 |
|
|
2022
Q2 | $1.39M | Sell |
30,423
-465
| -2% | -$21.2K | 0.38% | 46 |
|
|
2022
Q1 | $1.46M | Sell |
30,888
-74
| -0.2% | -$3.5K | 0.42% | 49 |
|
|
2021
Q4 | $1.59M | Sell |
30,962
-113
| -0.4% | -$5.79K | 0.46% | 46 |
|
|
2021
Q3 | $1.59M | Buy |
31,075
+4
| +0% | +$205 | 0.51% | 44 |
|
|
2021
Q2 | $1.61M | Buy |
31,071
+101
| +0.3% | +$5.23K | 0.81% | 35 |
|
|
2021
Q1 | $1.59M | Sell |
30,970
-830
| -3% | -$42.5K | 0.88% | 34 |
|
|
2020
Q4 | $1.66M | Sell |
31,800
-808
| -2% | -$42.1K | 0.94% | 31 |
|
|
2020
Q3 | $1.67M | Sell |
32,608
-1,346
| -4% | -$69K | 0.99% | 29 |
|
|
2020
Q2 | $1.73M | Sell |
33,954
-3,512
| -9% | -$179K | 1.17% | 27 |
|
|
2020
Q1 | $1.84M | Sell |
37,466
-14,470
| -28% | -$711K | 1.39% | 27 |
|
|
2019
Q4 | $2.61M | Buy |
+51,936
| New | +$2.61M | 1.74% | 23 |
|