Quantum Capital Management (California)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $495K | Buy |
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|
2020
Q2 | $479K | Hold |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q4 | $345K | Buy |
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|
2019
Q3 | $284K | Sell |
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|
2019
Q2 | $288K | Hold |
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|
2019
Q1 | $286K | Sell |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $308K | Buy |
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|
2017
Q4 | $235K | Hold |
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|
2017
Q3 | $238K | Hold |
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|
2017
Q2 | $237K | Hold |
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|
2017
Q1 | $237K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $214K | Hold |
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|
2015
Q2 | $213K | Buy |
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|
2015
Q1 | $207K | Sell |
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|
2014
Q4 | $221K | Sell |
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|
2014
Q3 | $273K | Hold |
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|
2014
Q2 | $273K | Hold |
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|
2014
Q1 | $273K | Hold |
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|
2013
Q4 | $273K | Buy |
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|
2013
Q3 | $258K | Buy |
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|
2013
Q2 | $218K | Buy |
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