RWB
RMR Wealth Builders’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,924
| Closed | -$158K | – | 221 |
|
|
2021
Q1 | $158K | Buy |
+4,924
| New | +$158K | 0.04% | 220 |
|
|
2020
Q4 | – | Sell |
-23,890
| Closed | -$797K | – | 180 |
|
|
2020
Q3 | $797K | Buy |
23,890
+18,678
| +358% | +$623K | 0.21% | 78 |
|
|
2020
Q2 | $172K | Buy |
+5,212
| New | +$172K | 0.15% | 125 |
|
|
2019
Q4 | $135K | Buy |
+4,263
| New | +$135K | 0.13% | 148 |
|