Riverpoint Wealth Management Holdings’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,721
| Closed | -$316K | – | 56 |
|
|
2021
Q3 | $316K | Sell |
2,721
-8,741
| -76% | -$1.02M | 0.11% | 49 |
|
|
2021
Q2 | $1.34M | Buy |
11,462
+4,565
| +66% | +$535K | 0.37% | 35 |
|
|
2021
Q1 | $800K | Buy |
6,897
+1,364
| +25% | +$158K | 0.24% | 40 |
|
|
2020
Q4 | $648K | Sell |
5,533
-97
| -2% | -$11.4K | 0.2% | 44 |
|
|
2020
Q3 | $653K | Buy |
5,630
+62
| +1% | +$7.19K | 0.24% | 41 |
|
|
2020
Q2 | $643K | Buy |
5,568
+682
| +14% | +$78.8K | 0.25% | 41 |
|
|
2020
Q1 | $552K | Buy |
4,886
+375
| +8% | +$42.4K | 0.27% | 40 |
|
|
2019
Q4 | $514K | Buy |
4,511
+161
| +4% | +$18.3K | 0.2% | 42 |
|
|
2019
Q3 | $496K | Buy |
4,350
+898
| +26% | +$102K | 0.22% | 36 |
|
|
2019
Q2 | $390K | Buy |
3,452
+641
| +23% | +$72.4K | 0.18% | 44 |
|
|
2019
Q1 | $313K | Buy |
2,811
+12
| +0.4% | +$1.34K | 0.15% | 48 |
|
|
2018
Q4 | $305K | Buy |
2,799
+24
| +0.9% | +$2.62K | 0.17% | 47 |
|
|
2018
Q3 | $299K | Buy |
+2,775
| New | +$299K | 0.15% | 50 |
|