SIM
Sigma Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $370K | Sell |
7,793
-7,601
| -49% | -$361K | 0.3% | 14 |
|
|
2018
Q3 | $359K | Hold |
15,394
| – | – | 0.29% | 13 |
|
|
2018
Q2 | $363K | Hold |
15,394
| – | – | 0.3% | 13 |
|
|
2018
Q1 | $362K | Hold |
15,394
| – | – | 0.3% | 11 |
|
|
2017
Q4 | $371K | Hold |
15,394
| – | – | 0.31% | 9 |
|
|
2017
Q3 | $370K | Hold |
15,394
| – | – | 0.32% | 9 |
|
|
2017
Q2 | $368K | Hold |
15,394
| – | – | 0.32% | 9 |
|
|
2017
Q1 | $361K | Sell |
15,394
-239,968
| -94% | -$5.63M | 0.32% | 10 |
|
|
2016
Q4 | $5.92M | Buy |
+255,362
| New | +$5.92M | 5.15% | 6 |
|