PRWA
Platte River Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.79M | Buy |
71,666
+3,751
| +6% | +$407K | 2.09% | 13 |
|
|
2024
Q2 | $7.24M | Sell |
67,915
-5,122
| -7% | -$546K | 2.03% | 14 |
|
|
2024
Q1 | $7.86M | Buy |
73,037
+59,155
| +426% | +$6.37M | 2.24% | 13 |
|
|
2023
Q4 | $1.5M | Buy |
13,882
+10,169
| +274% | +$1.1M | 0.5% | 39 |
|
|
2023
Q3 | $381K | Sell |
3,713
-440
| -11% | -$45.1K | 0.14% | 70 |
|
|
2023
Q2 | $443K | Sell |
4,153
-230
| -5% | -$24.5K | 0.16% | 68 |
|
|
2023
Q1 | $472K | Hold |
4,383
| – | – | 0.18% | 61 |
|
|
2022
Q4 | $462K | Buy |
4,383
+887
| +25% | +$93.6K | 0.2% | 62 |
|
|
2022
Q3 | $359K | Hold |
3,496
| – | – | 0.16% | 66 |
|
|
2022
Q2 | $372K | Sell |
3,496
-48,847
| -93% | -$5.2M | 0.16% | 65 |
|
|
2022
Q1 | $5.74M | Sell |
52,343
-2,230
| -4% | -$245K | 2.09% | 14 |
|
|
2021
Q4 | $6.3M | Sell |
54,573
-12,551
| -19% | -$1.45M | 2.16% | 14 |
|
|
2021
Q3 | $7.8M | Sell |
67,124
-3,555
| -5% | -$413K | 2.89% | 10 |
|
|
2021
Q2 | $8.28M | Sell |
70,679
-10,209
| -13% | -$1.2M | 3.15% | 10 |
|
|
2021
Q1 | $9.41M | Sell |
80,888
-18,718
| -19% | -$2.18M | 3.87% | 9 |
|
|
2020
Q4 | $11.7M | Sell |
99,606
-15,383
| -13% | -$1.8M | 5.03% | 3 |
|
|
2020
Q3 | $13.3M | Buy |
114,989
+15,876
| +16% | +$1.84M | 6.87% | 1 |
|
|
2020
Q2 | $11.4M | Buy |
+99,113
| New | +$11.4M | 6.31% | 1 |
|
|
2019
Q4 | $11.3M | Buy |
+97,963
| New | +$11.3M | 5.96% | 2 |
|