SI
SimpliFi Inc’s VanEck CEF Muni Income ETF XMPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
32,794
+1,549
| +5% | +$32.5K | 0.3% | 27 |
|
|
2025
Q1 | $676K | Buy |
31,245
+792
| +3% | +$17.1K | 0.31% | 28 |
|
|
2024
Q4 | $655K | Sell |
30,453
-1,228
| -4% | -$26.4K | 0.3% | 27 |
|
|
2024
Q3 | $734K | Buy |
31,681
+449
| +1% | +$10.4K | 0.33% | 26 |
|
|
2024
Q2 | $687K | Buy |
31,232
+705
| +2% | +$15.5K | 0.32% | 27 |
|
|
2024
Q1 | $661K | Sell |
30,527
-1,459
| -5% | -$31.6K | 0.3% | 25 |
|
|
2023
Q4 | $605K | Hold |
31,986
| – | – | 0.3% | 21 |
|
|
2023
Q3 | $605K | Buy |
31,986
+277
| +0.9% | +$5.24K | 0.3% | 21 |
|
|
2023
Q2 | $670K | Buy |
31,709
+12,611
| +66% | +$267K | 0.32% | 22 |
|
|
2023
Q1 | $414K | Buy |
+19,098
| New | +$414K | 0.2% | 27 |
|