PFS Investments’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-26,079
Closed -$1.19M 516
2022
Q4
$1.19M Buy
26,079
+9,861
+61% +$450K 0.02% 335
2022
Q3
$706 Sell
16,218
-14,448
-47% -$629 0.01% 345
2022
Q2
$1.4M Buy
30,666
+3,835
+14% +$175K 0.03% 307
2022
Q1
$1.27M Sell
26,831
-7,457
-22% -$353K 0.02% 330
2021
Q4
$1.76M Sell
34,288
-5,197
-13% -$266K 0.03% 287
2021
Q3
$2.02M Sell
39,485
-2,485
-6% -$127K 0.04% 262
2021
Q2
$2.19M Sell
41,970
-1,347
-3% -$70.1K 0.05% 239
2021
Q1
$2.22M Buy
+43,317
New +$2.22M 0.06% 225