Paragon Private Wealth Management’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
30,176
-12,520
| -29% | -$252K | 0.24% | 116 |
|
|
2025
Q1 | $860K | Sell |
42,696
-9,335
| -18% | -$188K | 0.4% | 70 |
|
|
2024
Q4 | $1.06M | Buy |
52,031
+3,193
| +7% | +$64.9K | 0.49% | 57 |
|
|
2024
Q3 | $1.01M | Buy |
48,838
+5,673
| +13% | +$118K | 0.5% | 57 |
|
|
2024
Q2 | $879K | Hold |
43,165
| – | – | 0.5% | 61 |
|
|
2024
Q1 | $892K | Sell |
43,165
-430
| -1% | -$8.88K | 0.53% | 62 |
|
|
2023
Q4 | $910K | Sell |
43,595
-7,970
| -15% | -$166K | 0.63% | 52 |
|
|
2023
Q3 | $1.01M | Sell |
51,565
-2,083
| -4% | -$40.6K | 0.83% | 44 |
|
|
2023
Q2 | $1.1M | Buy |
+53,648
| New | +$1.1M | 0.88% | 39 |
|