Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,100
| Closed | -$119K | – | 202 |
|
|
2015
Q2 | $119K | Sell |
1,100
-400
| -27% | -$43.3K | 0.09% | 141 |
|
|
2015
Q1 | $166K | Hold |
1,500
| – | – | 0.12% | 141 |
|
|
2014
Q4 | $166K | Hold |
1,500
| – | – | 0.11% | 153 |
|
|
2014
Q3 | $165K | Buy |
+1,500
| New | +$165K | 0.11% | 144 |
|
|
2014
Q2 | – | Sell |
-1,930
| Closed | -$207K | – | 135 |
|
|
2014
Q1 | $207K | Hold |
1,930
| – | – | 0.14% | 128 |
|
|
2013
Q4 | $200K | Buy |
+1,930
| New | +$200K | 0.14% | 126 |
|