Proficio Capital Partners’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
Q4 | – | Sell |
-4,024
| Closed | -$413K | – | 319 |
|
|
2023
Q3 | $413K | Buy |
+4,024
| New | +$413K | 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 | +$2.01M | 0.26% | 59 |
|
|
2019
Q1 | – | Sell |
-280
| Closed | -$31K | – | 1749 |
|
|
2018
Q4 | $31K | Buy |
+280
| New | +$31K | 0.01% | 426 |
|
|
2017
Q1 | – | Sell |
-2,795
| Closed | -$302K | – | 1340 |
|
|
2016
Q4 | $302K | Buy |
2,795
+1,555
| +125% | +$168K | 0.13% | 111 |
|
|
2016
Q3 | $140K | Sell |
1,240
-270
| -18% | -$30.5K | 0.08% | 152 |
|
|
2016
Q2 | $171K | Buy |
+1,510
| New | +$171K | 0.11% | 139 |
|