Pacific Capital Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,106
| Closed | -$2.54M | – | 92 |
|
|
2022
Q4 | $2.54M | Sell |
24,106
-1,711
| -7% | -$181K | 0.66% | 30 |
|
|
2022
Q3 | $2.65M | Buy |
25,817
+141
| +0.5% | +$14.5K | 0.72% | 26 |
|
|
2022
Q2 | $2.73M | Hold |
25,676
| – | – | 0.76% | 28 |
|
|
2022
Q1 | $2.82M | Hold |
25,676
| – | – | 0.8% | 32 |
|
|
2021
Q4 | $2.99M | Buy |
25,676
+39
| +0.2% | +$4.54K | 0.86% | 31 |
|
|
2021
Q3 | $2.98M | Buy |
+25,637
| New | +$2.98M | 0.95% | 31 |
|