PCG Wealth Advisors’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
Q4
Sell
-21,374
Closed -$1.01M 148
2022
Q3
$1.01M Buy
21,374
+5,584
+35% +$264K 0.36% 53
2022
Q2
$787K Sell
15,790
-1,152
-7% -$57.4K 0.56% 39
2022
Q1
$875K Sell
16,942
-5,966
-26% -$308K 0.56% 37
2021
Q4
$1.26M Buy
+22,908
New +$1.26M 0.88% 26