Strategic Equity Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-43,527
| Closed | -$4.46M | – | 38 |
|
|
2023
Q3 | $4.46M | Buy |
43,527
+564
| +1% | +$57.8K | 1.68% | 13 |
|
|
2023
Q2 | $4.59M | Sell |
42,963
-253
| -0.6% | -$27K | 1.57% | 15 |
|
|
2023
Q1 | $4.66M | Buy |
+43,216
| New | +$4.66M | 1.66% | 17 |
|
|
2022
Q4 | – | Sell |
-98,982
| Closed | -$10.2M | – | 39 |
|
|
2022
Q3 | $10.2M | Buy |
+98,982
| New | +$10.2M | 4.2% | 7 |
|
|
2022
Q2 | – | Sell |
-55,170
| Closed | -$6.05M | – | 49 |
|
|
2022
Q1 | $6.05M | Sell |
55,170
-29,074
| -35% | -$3.19M | 2.18% | 17 |
|
|
2021
Q4 | $9.8M | Buy |
+84,244
| New | +$9.8M | 3.06% | 12 |
|