Sugarloaf Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,020
| Closed | -$18K | – | 774 |
|
2020
Q4 | $18K | Hold |
1,020
| – | – | 0.01% | 399 |
|
2020
Q3 | $18K | Hold |
1,020
| – | – | 0.01% | 377 |
|
2020
Q2 | $18K | Hold |
1,020
| – | – | 0.01% | 370 |
|
2020
Q1 | $18K | Hold |
1,020
| – | – | 0.01% | 351 |
|
2019
Q4 | $18K | Buy |
+1,020
| New | +$18K | 0.01% | 388 |
|