Patriot Financial Group Insurance Agency’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-379
| Closed | -$19K | – | 1792 |
|
|
2022
Q2 | $19K | Buy |
379
+1
| +0.3% | +$50 | ﹤0.01% | 1034 |
|
|
2022
Q1 | $20K | Buy |
378
+1
| +0.3% | +$53 | ﹤0.01% | 1099 |
|
|
2021
Q4 | $21K | Buy |
377
+27
| +8% | +$1.5K | ﹤0.01% | 1210 |
|
|
2021
Q3 | $19K | Buy |
350
+214
| +157% | +$11.6K | ﹤0.01% | 1243 |
|
|
2021
Q2 | $8K | Buy |
136
+56
| +70% | +$3.29K | ﹤0.01% | 1527 |
|
|
2021
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 1646 |
|
|
2020
Q4 | $4K | Buy |
80
+1
| +1% | +$50 | ﹤0.01% | 1506 |
|
|
2020
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 1318 |
|
|
2020
Q2 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 1264 |
|