Paradigm Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $997K | Sell |
8,575
-417
| -5% | -$48.5K | 0.22% | 78 |
|
|
2021
Q3 | $1.05M | Sell |
8,992
-2,154
| -19% | -$250K | 0.24% | 81 |
|
|
2021
Q2 | $1.31M | Sell |
11,146
-87
| -0.8% | -$10.2K | 0.29% | 68 |
|
|
2021
Q1 | $1.3M | Buy |
11,233
+5,626
| +100% | +$653K | 0.32% | 67 |
|
|
2020
Q4 | $657K | Buy |
5,607
+2,612
| +87% | +$306K | 0.18% | 86 |
|
|
2020
Q3 | $347K | Buy |
+2,995
| New | +$347K | 0.1% | 94 |
|
|
2020
Q1 | – | Sell |
-3,363
| Closed | -$383K | – | 125 |
|
|
2019
Q4 | $383K | Buy |
3,363
+677
| +25% | +$77.1K | 0.13% | 92 |
|
|
2019
Q3 | $306K | Sell |
2,686
-1,190
| -31% | -$136K | 0.12% | 91 |
|
|
2019
Q2 | $438K | Buy |
+3,876
| New | +$438K | 0.16% | 80 |
|