SteelPeak Wealth’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,200
| Closed | -$209K | – | 424 |
|
|
2023
Q3 | $209K | Sell |
4,200
-400
| -9% | -$19.9K | 0.01% | 364 |
|
|
2023
Q2 | $229K | Hold |
4,600
| – | – | 0.01% | 358 |
|
|
2023
Q1 | $230K | Sell |
4,600
-164
| -3% | -$8.19K | 0.02% | 321 |
|
|
2022
Q4 | $237K | Sell |
4,764
-5,300
| -53% | -$264K | 0.02% | 338 |
|
|
2022
Q3 | $500K | Hold |
10,064
| – | – | 0.04% | 245 |
|
|
2022
Q2 | $500K | Sell |
10,064
-1,700
| -14% | -$84.5K | 0.04% | 250 |
|
|
2022
Q1 | $585K | Hold |
11,764
| – | – | 0.03% | 251 |
|
|
2021
Q4 | $589K | Sell |
11,764
-2,400
| -17% | -$120K | 0.03% | 225 |
|
|
2021
Q3 | $711K | Buy |
14,164
+400
| +3% | +$20.1K | 0.05% | 198 |
|
|
2021
Q2 | $691K | Sell |
13,764
-1,000
| -7% | -$50.2K | 0.05% | 224 |
|
|
2021
Q1 | $742K | Sell |
14,764
-43,989
| -75% | -$2.21M | 0.06% | 180 |
|
|
2020
Q4 | $2.95M | Buy |
58,753
+811
| +1% | +$40.7K | 0.27% | 80 |
|
|
2020
Q3 | $2.91M | Buy |
57,942
+11,910
| +26% | +$598K | 0.31% | 72 |
|
|
2020
Q2 | $2.31M | Buy |
46,032
+13,206
| +40% | +$662K | 0.29% | 76 |
|
|
2020
Q1 | $1.63M | Buy |
32,826
+1,592
| +5% | +$79.2K | 0.26% | 82 |
|
|
2019
Q4 | $1.57M | Buy |
+31,234
| New | +$1.57M | 0.22% | 94 |
|