Sequoia Financial Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-13,043
| Closed | -$313K | – | 1414 |
|
2024
Q4 | $313K | Sell |
13,043
-321
| -2% | -$7.71K | ﹤0.01% | 999 |
|
2024
Q3 | $329K | Sell |
13,364
-2,180
| -14% | -$53.6K | ﹤0.01% | 924 |
|
2024
Q2 | $376K | Sell |
15,544
-7,348
| -32% | -$178K | ﹤0.01% | 801 |
|
2024
Q1 | $558K | Sell |
22,892
-38,670
| -63% | -$943K | 0.01% | 652 |
|
2023
Q4 | $1.51M | Buy |
61,562
+10,030
| +19% | +$246K | 0.02% | 421 |
|
2023
Q3 | $1.21M | Sell |
51,532
-14,936
| -22% | -$351K | 0.02% | 301 |
|
2023
Q2 | $1.62M | Buy |
66,468
+4,165
| +7% | +$101K | 0.03% | 267 |
|
2023
Q1 | $1.53M | Sell |
62,303
-8,336
| -12% | -$205K | 0.03% | 245 |
|
2022
Q4 | $1.7M | Buy |
+70,639
| New | +$1.7M | 0.04% | 215 |
|