Rowland Carmichael Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-4,580
| Closed | -$499K | – | 336 |
|
2018
Q4 | $499K | Hold |
4,580
| – | – | 0.22% | 118 |
|
2018
Q3 | $494K | Hold |
4,580
| – | – | 0.19% | 135 |
|
2018
Q2 | $499K | Hold |
4,580
| – | – | 0.21% | 125 |
|
2018
Q1 | $499K | Hold |
4,580
| – | – | 0.27% | 110 |
|
2017
Q4 | $507K | Hold |
4,580
| – | – | 0.26% | 122 |
|
2017
Q3 | $508K | Hold |
4,580
| – | – | 0.28% | 116 |
|
2017
Q2 | $504K | Buy |
+4,580
| New | +$504K | 0.29% | 109 |
|