Parisi Gray Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-249
| Closed | -$27K | – | 497 |
|
|
2021
Q2 | $27K | Buy |
+249
| New | +$27K | 0.01% | 346 |
|
|
2019
Q2 | – | Sell |
-332
| Closed | -$35K | – | 413 |
|
|
2019
Q1 | $35K | Hold |
332
| – | – | 0.02% | 253 |
|
|
2018
Q4 | $35K | Hold |
332
| – | – | 0.02% | 256 |
|
|
2018
Q3 | $35K | Hold |
332
| – | – | 0.02% | 273 |
|
|
2018
Q2 | $35K | Hold |
332
| – | – | 0.02% | 282 |
|
|
2018
Q1 | $35K | Hold |
332
| – | – | 0.03% | 272 |
|
|
2017
Q4 | $35K | Buy |
+332
| New | +$35K | 0.03% | 268 |
|