Ridgecrest Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,127
| Closed | -$223K | – | 109 |
|
|
2022
Q2 | $223K | Sell |
2,127
-2,845
| -57% | -$298K | 0.16% | 94 |
|
|
2022
Q1 | $520K | Sell |
4,972
-34,210
| -87% | -$3.58M | 0.33% | 58 |
|
|
2021
Q4 | $4.21M | Buy |
39,182
+7,115
| +22% | +$764K | 2.05% | 13 |
|
|
2021
Q3 | $3.45M | Buy |
32,067
+12,674
| +65% | +$1.36M | 1.88% | 16 |
|
|
2021
Q2 | $2.09M | Buy |
+19,393
| New | +$2.09M | 1.31% | 22 |
|