PWA
Provenance Wealth Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Hold |
13,160
| – | – | 0.04% | 97 |
|
2025
Q1 | $285K | Hold |
13,160
| – | – | 0.04% | 105 |
|
2024
Q4 | $283K | Hold |
13,160
| – | – | 0.04% | 119 |
|
2024
Q3 | $305K | Hold |
13,160
| – | – | 0.04% | 129 |
|
2024
Q2 | $290K | Hold |
13,160
| – | – | 0.04% | 117 |
|
2024
Q1 | $285K | Hold |
13,160
| – | – | 0.04% | 121 |
|
2023
Q4 | $279K | Hold |
13,160
| – | – | 0.04% | 111 |
|
2023
Q3 | $249K | Buy |
+13,160
| New | +$249K | 0.04% | 106 |
|