Sugarloaf Wealth Management’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
Q4 | $50K | Hold |
1,000
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $50.3K | Hold |
1,000
| – | – | 0.01% | 306 |
|
|
2024
Q2 | $50.2K | Hold |
1,000
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $50.1K | Hold |
1,000
| – | – | 0.01% | 291 |
|
|
2023
Q4 | $50K | Hold |
1,000
| – | – | 0.01% | 289 |
|
|
2023
Q3 | $49.8K | Hold |
1,000
| – | – | 0.01% | 288 |
|
|
2023
Q2 | $49.9K | Hold |
1,000
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $50K | Hold |
1,000
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $49.7K | Hold |
1,000
| – | – | 0.01% | 286 |
|
|
2022
Q3 | $50K | Hold |
1,000
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $50K | Sell |
1,000
-131
| -12% | -$6.55K | 0.01% | 277 |
|
|
2022
Q1 | $56K | Hold |
1,131
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $57K | Hold |
1,131
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $57K | Hold |
1,131
| – | – | 0.02% | 248 |
|
|
2021
Q2 | $57K | Buy |
1,131
+1
| +0.1% | +$50 | 0.02% | 251 |
|
|
2021
Q1 | $57 | Sell |
1,130
-5,504
| -83% | -$278 | 0.02% | 254 |
|
|
2020
Q4 | $333K | Sell |
6,634
-10,000
| -60% | -$502K | 0.11% | 82 |
|
|
2020
Q3 | $835K | Buy |
16,634
+14,843
| +829% | +$745K | 0.3% | 50 |
|
|
2020
Q2 | $90K | Buy |
1,791
+791
| +79% | +$39.7K | 0.03% | 172 |
|
|
2020
Q1 | $50K | Hold |
1,000
| – | – | 0.02% | 224 |
|
|
2019
Q4 | $50K | Buy |
+1,000
| New | +$50K | 0.02% | 246 |
|