RPWA
Regent Peak Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,321
| Closed | -$201K | – | 171 |
|
|
2024
Q1 | $201K | Hold |
4,321
| – | – | 0.05% | 164 |
|
|
2023
Q4 | $203K | Buy |
+4,321
| New | +$203K | 0.06% | 157 |
|
|
2023
Q2 | – | Sell |
-4,321
| Closed | -$201K | – | 162 |
|
|
2023
Q1 | $201K | Buy |
+4,321
| New | +$201K | 0.06% | 155 |
|
|
2022
Q3 | – | Sell |
-4,887
| Closed | -$223K | – | 154 |
|
|
2022
Q2 | $223K | Sell |
4,887
-1,802
| -27% | -$82.2K | 0.07% | 141 |
|
|
2022
Q1 | $317K | Sell |
6,689
-6,377
| -49% | -$302K | 0.09% | 120 |
|
|
2021
Q4 | $670K | Sell |
13,066
-2,755
| -17% | -$141K | 0.18% | 77 |
|
|
2021
Q3 | $811K | Sell |
15,821
-102
| -0.6% | -$5.23K | 0.23% | 67 |
|
|
2021
Q2 | $830K | Sell |
15,923
-740
| -4% | -$38.6K | 0.23% | 67 |
|
|
2021
Q1 | $853K | Sell |
16,663
-1,201
| -7% | -$61.5K | 0.28% | 64 |
|
|
2020
Q4 | $930K | Sell |
17,864
-100
| -0.6% | -$5.21K | 0.31% | 59 |
|
|
2020
Q3 | $921K | Hold |
17,964
| – | – | 0.39% | 53 |
|
|
2020
Q2 | $915K | Buy |
17,964
+877
| +5% | +$44.7K | 0.41% | 51 |
|
|
2020
Q1 | $839K | Sell |
17,087
-3,442
| -17% | -$169K | 0.47% | 48 |
|
|
2019
Q4 | $1.03M | Buy |
+20,529
| New | +$1.03M | 0.47% | 47 |
|