Powell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,216
| Closed | -$2.03M | – | 145 |
|
|
2022
Q4 | $2.03M | Buy |
19,216
+151
| +0.8% | +$15.9K | 1.18% | 17 |
|
|
2022
Q3 | $1.96M | Buy |
19,065
+101
| +0.5% | +$10.4K | 1.28% | 16 |
|
|
2022
Q2 | $2.02M | Buy |
+18,964
| New | +$2.02M | 1.22% | 16 |
|
|
2021
Q1 | – | Sell |
-315
| Closed | -$37K | – | 127 |
|
|
2020
Q4 | $37K | Buy |
315
+3
| +1% | +$352 | 0.03% | 101 |
|
|
2020
Q3 | $36K | Buy |
312
+1
| +0.3% | +$115 | 0.03% | 106 |
|
|
2020
Q2 | $36K | Buy |
311
+2
| +0.6% | +$232 | 0.03% | 105 |
|
|
2020
Q1 | $35K | Sell |
309
-186
| -38% | -$21.1K | 0.04% | 104 |
|
|
2019
Q4 | $56K | Buy |
+495
| New | +$56K | 0.06% | 110 |
|