StrategIQ Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $610K | Sell |
12,972
-2,165
| -14% | -$102K | 0.07% | 194 |
|
2023
Q3 | $668K | Sell |
15,137
-300
| -2% | -$13.2K | 0.08% | 180 |
|
2023
Q2 | $711K | Sell |
15,437
-1,300
| -8% | -$59.9K | 0.08% | 172 |
|
2023
Q1 | $778K | Buy |
16,737
+1,655
| +11% | +$76.9K | 0.09% | 150 |
|
2022
Q4 | $688K | Buy |
15,082
+3,385
| +29% | +$154K | 0.08% | 155 |
|
2022
Q3 | $509K | Sell |
11,697
-500
| -4% | -$21.8K | 0.06% | 181 |
|
2022
Q2 | $557K | Sell |
12,197
-3,282
| -21% | -$150K | 0.07% | 176 |
|
2022
Q1 | $732K | Sell |
15,479
-390
| -2% | -$18.4K | 0.08% | 165 |
|
2021
Q4 | $814K | Sell |
15,869
-100
| -0.6% | -$5.13K | 0.08% | 157 |
|
2021
Q3 | $818K | Hold |
15,969
| – | – | 0.16% | 115 |
|
2021
Q2 | $828K | Sell |
15,969
-1,610
| -9% | -$83.5K | 0.16% | 113 |
|
2021
Q1 | $901K | Hold |
17,579
| – | – | 0.19% | 103 |
|
2020
Q4 | $915K | Sell |
17,579
-700
| -4% | -$36.4K | 0.2% | 95 |
|
2020
Q3 | $937K | Buy |
18,279
+2,970
| +19% | +$152K | 0.23% | 78 |
|
2020
Q2 | $780K | Buy |
15,309
+490
| +3% | +$25K | 0.21% | 94 |
|
2020
Q1 | $728K | Buy |
14,819
+500
| +3% | +$24.6K | 0.23% | 88 |
|
2019
Q4 | $719K | Sell |
14,319
-3,073
| -18% | -$154K | 0.19% | 111 |
|
2019
Q3 | $875K | Buy |
17,392
+3
| +0% | +$151 | 0.25% | 93 |
|
2019
Q2 | $865K | Sell |
17,389
-247
| -1% | -$12.3K | 0.25% | 92 |
|
2019
Q1 | $861K | Buy |
17,636
+3
| +0% | +$146 | 0.26% | 90 |
|
2018
Q4 | $837K | Sell |
17,633
-5,708
| -24% | -$271K | 0.29% | 83 |
|
2018
Q3 | $1.09M | Sell |
23,341
-7,461
| -24% | -$348K | 0.34% | 65 |
|
2018
Q2 | $1.45M | Sell |
30,802
-9,262
| -23% | -$437K | 0.5% | 53 |
|
2018
Q1 | $1.89M | Buy |
40,064
+2,040
| +5% | +$96K | 0.75% | 34 |
|
2017
Q4 | $1.83M | Buy |
38,024
+1,402
| +4% | +$67.5K | 0.71% | 42 |
|
2017
Q3 | $1.76M | Buy |
36,622
+5,837
| +19% | +$281K | 0.71% | 35 |
|
2017
Q2 | $1.47M | Sell |
30,785
-2,378
| -7% | -$114K | 0.63% | 40 |
|
2017
Q1 | $1.56M | Buy |
33,163
+1,852
| +6% | +$86.8K | 0.7% | 35 |
|
2016
Q4 | $1.45M | Buy |
31,311
+230
| +0.7% | +$10.7K | 0.73% | 36 |
|
2016
Q3 | $1.53M | Buy |
31,081
+3,473
| +13% | +$171K | 0.84% | 33 |
|
2016
Q2 | $1.37M | Buy |
27,608
+3,292
| +14% | +$164K | 0.8% | 35 |
|
2016
Q1 | $1.18M | Sell |
24,316
-5,391
| -18% | -$261K | 1.1% | 21 |
|
2015
Q4 | $1.42M | Buy |
+29,707
| New | +$1.42M | 1.46% | 16 |
|