SWM
Selective Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-150
| Closed | -$15K | – | 501 |
|
|
2022
Q3 | $15K | Hold |
150
| – | – | 0.01% | 471 |
|
|
2022
Q2 | $16K | Buy |
150
+149
| +14,900% | +$15.9K | 0.01% | 499 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 770 |
|
|
2019
Q4 | – | Sell |
-151
| Closed | -$17K | – | 339 |
|
|
2019
Q3 | $17K | Buy |
+151
| New | +$17K | 0.02% | 133 |
|