PPWP
Proquility Private Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.15M | Buy |
113,095
+87,662
| +345% | +$3.99M | 1.59% | 19 |
|
|
2024
Q4 | $1.17M | Sell |
25,433
-42,478
| -63% | -$1.96M | 0.38% | 66 |
|
|
2024
Q3 | $3.19M | Sell |
67,911
-5,978
| -8% | -$281K | 1.02% | 34 |
|
|
2024
Q2 | $3.39M | Sell |
73,889
-8,129
| -10% | -$373K | 1.16% | 32 |
|
|
2024
Q1 | $3.81M | Buy |
82,018
+37,830
| +86% | +$1.76M | 1.31% | 24 |
|
|
2023
Q4 | $2.08M | Sell |
44,188
-44,554
| -50% | -$2.1M | 0.79% | 42 |
|
|
2023
Q3 | $3.91M | Sell |
88,742
-2,888
| -3% | -$127K | 1.61% | 18 |
|
|
2023
Q2 | $4.22M | Sell |
91,630
-489
| -0.5% | -$22.5K | 1.65% | 17 |
|
|
2023
Q1 | $4.28M | Buy |
92,119
+26,737
| +41% | +$1.24M | 1.7% | 17 |
|
|
2022
Q4 | $2.98M | Sell |
65,382
-28,183
| -30% | -$1.29M | 1.23% | 27 |
|
|
2022
Q3 | $4.07M | Sell |
93,565
-1,702
| -2% | -$74.1K | 1.87% | 16 |
|
|
2022
Q2 | $4.35M | Sell |
95,267
-5,867
| -6% | -$268K | 1.87% | 15 |
|
|
2022
Q1 | $4.55M | Sell |
101,134
-1,006
| -1% | -$45.3K | 1.9% | 15 |
|
|
2021
Q4 | $5.04M | Sell |
102,140
-10,845
| -10% | -$535K | 1.78% | 16 |
|
|
2021
Q3 | $5.79M | Sell |
112,985
-105
| -0.1% | -$5.38K | 2.19% | 12 |
|
|
2021
Q2 | $5.86M | Sell |
113,090
-4,414
| -4% | -$229K | 2.2% | 13 |
|
|
2021
Q1 | $6.02M | Sell |
117,504
-1,226
| -1% | -$62.8K | 2.4% | 9 |
|
|
2020
Q4 | $6.18M | Buy |
+118,730
| New | +$6.18M | 2.82% | 10 |
|