River Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,929
| Closed | -$209K | – | 206 |
|
|
2020
Q3 | $209K | Buy |
+1,929
| New | +$209K | 0.05% | 191 |
|
|
2019
Q1 | – | Sell |
-225
| Closed | -$24K | – | 450 |
|
|
2018
Q4 | $24K | Hold |
225
| – | – | 0.01% | 325 |
|
|
2018
Q3 | $24K | Hold |
225
| – | – | 0.01% | 360 |
|
|
2018
Q2 | $24K | Buy |
+225
| New | +$24K | 0.01% | 341 |
|