Patriot Financial Group Insurance Agency’s VanEck CEF Muni Income ETF XMPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-800
| Closed | -$24K | – | 2275 |
|
|
2021
Q4 | $24K | Sell |
800
-500
| -38% | -$15K | ﹤0.01% | 1150 |
|
|
2021
Q3 | $38K | Hold |
1,300
| – | – | 0.01% | 973 |
|
|
2021
Q2 | $39K | Hold |
1,300
| – | – | 0.01% | 925 |
|
|
2021
Q1 | $37K | Hold |
1,300
| – | – | 0.01% | 879 |
|
|
2020
Q4 | $37K | Buy |
+1,300
| New | +$37K | 0.01% | 785 |
|
|
2020
Q2 | – | Sell |
-310
| Closed | -$8K | – | 1874 |
|
|
2020
Q1 | $8K | Buy |
310
+3
| +1% | +$77 | ﹤0.01% | 945 |
|
|
2019
Q4 | $8K | Buy |
307
+3
| +1% | +$78 | ﹤0.01% | 892 |
|
|
2019
Q3 | $8K | Buy |
304
+1
| +0.3% | +$26 | ﹤0.01% | 854 |
|
|
2019
Q2 | $8K | Hold |
303
| – | – | ﹤0.01% | 858 |
|
|
2019
Q1 | $8K | Hold |
303
| – | – | ﹤0.01% | 759 |
|
|
2018
Q4 | $7K | Hold |
303
| – | – | ﹤0.01% | 684 |
|
|
2018
Q3 | $7K | Buy |
303
+1
| +0.3% | +$23 | ﹤0.01% | 698 |
|
|
2018
Q2 | $8K | Buy |
302
+2
| +0.7% | +$53 | 0.01% | 431 |
|
|
2018
Q1 | $7K | Hold |
300
| – | – | 0.01% | 670 |
|
|
2017
Q4 | $8K | Hold |
300
| – | – | 0.01% | 635 |
|
|
2017
Q3 | $8K | Buy |
+300
| New | +$8K | 0.01% | 614 |
|