Shufro Rose & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,301
| Closed | -$236K | – | 326 |
|
|
2023
Q4 | $236K | Hold |
2,301
| – | – | 0.02% | 245 |
|
|
2023
Q3 | $236K | Buy |
2,301
+107
| +5% | +$11K | 0.02% | 245 |
|
|
2023
Q2 | $234K | Buy |
+2,194
| New | +$234K | 0.02% | 251 |
|
|
2023
Q1 | – | Sell |
-4,678
| Closed | -$494K | – | 335 |
|
|
2022
Q4 | $494K | Buy |
+4,678
| New | +$494K | 0.04% | 171 |
|
|
2022
Q3 | – | Sell |
-4,122
| Closed | -$438K | – | 335 |
|
|
2022
Q2 | $438K | Buy |
+4,122
| New | +$438K | 0.04% | 184 |
|