Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-400
| Closed | -$20K | – | 3631 |
|
|
2023
Q4 | $20K | Hold |
400
| – | – | ﹤0.01% | 2410 |
|
|
2023
Q3 | $19.9K | Buy |
+400
| New | +$19.9K | ﹤0.01% | 2312 |
|
|
2023
Q1 | – | Sell |
-2,140
| Closed | -$106K | – | 3380 |
|
|
2022
Q4 | $106K | Hold |
2,140
| – | – | ﹤0.01% | 1516 |
|
|
2022
Q3 | $106K | Buy |
2,140
+140
| +7% | +$6.94K | ﹤0.01% | 1472 |
|
|
2022
Q2 | $99K | Hold |
2,000
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q1 | $100K | Hold |
2,000
| – | – | ﹤0.01% | 1609 |
|
|
2021
Q4 | $100K | Hold |
2,000
| – | – | ﹤0.01% | 1606 |
|
|
2021
Q3 | $100K | Hold |
2,000
| – | – | ﹤0.01% | 1550 |
|
|
2021
Q2 | $100K | Hold |
2,000
| – | – | ﹤0.01% | 2289 |
|
|
2021
Q1 | $101K | Hold |
2,000
| – | – | ﹤0.01% | 1621 |
|
|
2020
Q4 | $100K | Hold |
2,000
| – | – | ﹤0.01% | 1359 |
|
|
2020
Q3 | $100K | Sell |
2,000
-16,813
| -89% | -$841K | ﹤0.01% | 1224 |
|
|
2020
Q2 | $943K | Buy |
18,813
+1,689
| +10% | +$84.7K | 0.03% | 471 |
|
|
2020
Q1 | $852K | Sell |
17,124
-252
| -1% | -$12.5K | 0.03% | 421 |
|
|
2019
Q4 | $870K | Buy |
+17,376
| New | +$870K | 0.03% | 492 |
|