Proficio Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,024	Closed	-$413K	–	319
2023 Q3	$413K	Buy	+4,024	New	+$424K	0.06%	165
2022 Q1	–	Sell	-17,330	Closed	-$2.02M	–	320
2021 Q4	$2.02M	Hold	17,330	–	–	0.28%	68
2021 Q3	$2.01M	Hold	17,330	–	–	0.26%	67
2021 Q2	$2.03M	Hold	17,330	–	–	0.25%	61
2021 Q1	$2.01M	Buy	+17,330	New	+$2.02M	0.26%	59
2019 Q1	–	Sell	-280	Closed	-$31K	–	1742
2018 Q4	$31K	Buy	+280	New	+$30.1K	0.01%	427
2017 Q1	–	Sell	-2,795	Closed	-$302K	–	1339
2016 Q4	$302K	Buy	2,795 +1,555	+125%	+$170K	0.13%	112
2016 Q3	$140K	Sell	1,240 -270	-18%	-$30.6K	0.08%	154
2016 Q2	$171K	Buy	+1,510	New	+$170K	0.11%	139