SWM
Sugarloaf Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-632
| Closed | -$33K | – | 760 |
|
|
2020
Q4 | $33K | Hold |
632
| – | – | 0.01% | 305 |
|
|
2020
Q3 | $32K | Hold |
632
| – | – | 0.01% | 298 |
|
|
2020
Q2 | $32K | Hold |
632
| – | – | 0.01% | 289 |
|
|
2020
Q1 | $31K | Hold |
632
| – | – | 0.01% | 277 |
|
|
2019
Q4 | $32K | Buy |
+632
| New | +$32K | 0.01% | 303 |
|