Perennial Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-400
Closed -$23K 211
2021
Q2
$23K Sell
400
-100
-20% -$5.75K 0.01% 203
2021
Q1
$29K Hold
500
0.01% 182
2020
Q4
$29K Buy
+500
New +$29K 0.01% 165