Summit Place Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,430
| Closed | -$258K | – | 93 |
|
|
2022
Q2 | $258K | Sell |
2,430
-20,725
| -90% | -$2.2M | 0.22% | 87 |
|
|
2022
Q1 | $2.54M | Sell |
23,155
-1,000
| -4% | -$110K | 1.7% | 12 |
|
|
2021
Q4 | $2.81M | Buy |
24,155
+16,265
| +206% | +$1.89M | 1.94% | 9 |
|
|
2021
Q3 | $917K | Sell |
7,890
-175
| -2% | -$20.3K | 0.67% | 54 |
|
|
2021
Q2 | $945K | Sell |
8,065
-100
| -1% | -$11.7K | 0.69% | 54 |
|
|
2021
Q1 | $948K | Buy |
+8,165
| New | +$948K | 0.76% | 52 |
|