Secrest Blakey & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,773
| Closed | -$189K | – | 108 |
|
|
2019
Q3 | $189K | Buy |
1,773
+561
| +46% | +$59.8K | 0.16% | 90 |
|
|
2019
Q2 | $129K | Hold |
1,212
| – | – | 0.11% | 96 |
|
|
2019
Q1 | $128K | Buy |
+1,212
| New | +$128K | 0.12% | 94 |
|
|
2018
Q1 | – | Sell |
-4,862
| Closed | -$510K | – | 109 |
|
|
2017
Q4 | $510K | Buy |
+4,862
| New | +$510K | 0.41% | 64 |
|