PWM
Paulson Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,073
| Closed | -$205K | – | 103 |
|
|
2019
Q3 | $205K | Sell |
4,073
-148
| -4% | -$7.45K | 0.15% | 103 |
|
|
2019
Q2 | $211K | Sell |
4,221
-228
| -5% | -$11.4K | 0.16% | 98 |
|
|
2019
Q1 | $217K | Hold |
4,449
| – | – | 0.16% | 102 |
|
|
2018
Q4 | $212K | Sell |
4,449
-5,930
| -57% | -$283K | 0.18% | 104 |
|
|
2018
Q3 | $239K | Sell |
10,379
-211
| -2% | -$4.86K | 0.21% | 108 |
|
|
2018
Q2 | $250K | Sell |
10,590
-4,102
| -28% | -$96.8K | 0.25% | 93 |
|
|
2018
Q1 | $346K | Sell |
14,692
-776
| -5% | -$18.3K | 0.34% | 71 |
|
|
2017
Q4 | $372K | Buy |
+15,468
| New | +$372K | 0.33% | 69 |
|