Patriot Wealth Management’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
2018
Q4
$2.57M Sell
23,570
-277
-1% -$30.2K 0.38% 61
2018
Q3
$2.57M Hold
23,847
0.32% 61
2018
Q2
$2.6M Sell
23,847
-4,375
-16% -$477K 0.36% 61
2018
Q1
$3.07M Sell
28,222
-3,369
-11% -$367K 0.44% 62
2017
Q4
$3.5M Buy
+31,591
New +$3.5M 0.5% 63