SFG Wealth Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,916
| Closed | -$760K | – | 105 |
|
|
2023
Q4 | $760K | Buy |
14,916
+2,621
| +21% | +$134K | 0.51% | 36 |
|
|
2023
Q3 | $590K | Sell |
12,295
-5,724
| -32% | -$274K | 0.47% | 40 |
|
|
2023
Q2 | $901K | Buy |
+18,019
| New | +$901K | 0.76% | 27 |
|
|
2022
Q3 | – | Sell |
-19,342
| Closed | -$964K | – | 91 |
|
|
2022
Q2 | $964K | Buy |
+19,342
| New | +$964K | 1.12% | 29 |
|