QWM
QP Wealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.03M | Sell |
54,333
-6,207
| -10% | -$117K | 1.79% | 20 |
|
2023
Q2 | $1.28M | Buy |
60,540
+5,170
| +9% | +$109K | 2.03% | 17 |
|
2023
Q1 | $1.2M | Buy |
55,370
+3,992
| +8% | +$86.6K | 1.97% | 18 |
|
2022
Q4 | $1.1M | Buy |
51,378
+29,803
| +138% | +$640K | 1.72% | 20 |
|
2022
Q3 | $446K | Buy |
+21,575
| New | +$446K | 0.64% | 36 |
|