Partnervest Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $206K | Sell |
1,775
-24
| -1% | -$2.79K | 0.07% | 224 |
|
2020
Q2 | $208K | Buy |
+1,799
| New | +$208K | 0.08% | 200 |
|
2014
Q3 | – | Sell |
-700
| Closed | -$76K | – | 558 |
|
2014
Q2 | $76K | Sell |
700
-3,189
| -82% | -$346K | 0.03% | 289 |
|
2014
Q1 | $417K | Sell |
3,889
-10,685
| -73% | -$1.15M | 0.19% | 80 |
|
2013
Q4 | $1.51M | Buy |
14,574
+13,009
| +831% | +$1.35M | 0.7% | 22 |
|
2013
Q3 | $164K | Sell |
1,565
-575
| -27% | -$60.3K | 0.08% | 138 |
|
2013
Q2 | $225K | Buy |
+2,140
| New | +$225K | 0.1% | 89 |
|