Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,557
| Closed | -$303K | – | 471 |
|
|
2022
Q1 | $303K | Buy |
5,557
+119
| +2% | +$6.49K | ﹤0.01% | 390 |
|
|
2021
Q4 | $315K | Buy |
5,438
+90
| +2% | +$5.21K | ﹤0.01% | 427 |
|
|
2021
Q3 | $309K | Buy |
5,348
+468
| +10% | +$27K | ﹤0.01% | 398 |
|
|
2021
Q2 | $285K | Buy |
4,880
+512
| +12% | +$29.9K | ﹤0.01% | 402 |
|
|
2021
Q1 | $252K | Buy |
4,368
+66
| +2% | +$3.81K | ﹤0.01% | 425 |
|
|
2020
Q4 | $251K | Buy |
4,302
+383
| +10% | +$22.3K | ﹤0.01% | 410 |
|
|
2020
Q3 | $225K | Buy |
3,919
+437
| +13% | +$25.1K | ﹤0.01% | 378 |
|
|
2020
Q2 | $200K | Buy |
+3,482
| New | +$200K | ﹤0.01% | 349 |
|