Patriot Financial Group Insurance Agency’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-113
| Closed | -$6K | – | 1453 |
|
|
2019
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 809 |
|
|
2018
Q4 | $5K | Sell |
113
-1
| -0.9% | -$44 | ﹤0.01% | 734 |
|
|
2018
Q3 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 741 |
|
|
2018
Q2 | – | Sell |
-503
| Closed | -$24K | – | 754 |
|
|
2018
Q1 | $24K | Buy |
503
+1
| +0.2% | +$48 | 0.02% | 436 |
|
|
2017
Q4 | $23K | Buy |
502
+338
| +206% | +$15.5K | 0.02% | 424 |
|
|
2017
Q3 | $8K | Buy |
164
+52
| +46% | +$2.54K | 0.01% | 598 |
|
|
2017
Q2 | $5K | Buy |
112
+1
| +0.9% | +$45 | 0.01% | 676 |
|
|
2017
Q1 | $5K | Sell |
111
-1,149
| -91% | -$51.8K | 0.01% | 627 |
|
|
2016
Q4 | $59K | Buy |
+1,260
| New | +$59K | 0.08% | 193 |
|