PWG
Private Wealth Group’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-82,556
| Closed | -$4.15M | – | 33 |
|
|
2019
Q3 | $4.15M | Sell |
82,556
-105
| -0.1% | -$5.28K | 3.72% | 9 |
|
|
2019
Q2 | $4.11M | Sell |
82,661
-4,605
| -5% | -$229K | 3.74% | 9 |
|
|
2019
Q1 | $4.26M | Sell |
87,266
-262
| -0.3% | -$12.8K | 3.91% | 8 |
|
|
2018
Q4 | $4.16M | Buy |
+87,528
| New | +$4.16M | 4.08% | 5 |
|
|
2018
Q3 | – | Sell |
-184,730
| Closed | -$4.35M | – | 25 |
|
|
2018
Q2 | $4.35M | Buy |
+184,730
| New | +$4.35M | 4.15% | 9 |
|
|
2018
Q1 | – | Sell |
-175,974
| Closed | -$4.24M | – | 21 |
|
|
2017
Q4 | $4.24M | Buy |
+175,974
| New | +$4.24M | 4.88% | 8 |
|