SWP
Summit Wealth Partners’s iShares New York Muni Bond ETF NYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,570
| Closed | -$207K | – | 170 |
|
|
2021
Q4 | $207K | Sell |
3,570
-1,000
| -22% | -$58K | 0.04% | 156 |
|
|
2021
Q3 | $264K | Hold |
4,570
| – | – | 0.06% | 131 |
|
|
2021
Q2 | $267K | Hold |
4,570
| – | – | 0.06% | 132 |
|
|
2021
Q1 | $264K | Hold |
4,570
| – | – | 0.07% | 131 |
|
|
2020
Q4 | $266K | Hold |
4,570
| – | – | 0.07% | 123 |
|
|
2020
Q3 | $263K | Hold |
4,570
| – | – | 0.08% | 128 |
|
|
2020
Q2 | $263K | Sell |
4,570
-401
| -8% | -$23.1K | 0.08% | 120 |
|
|
2020
Q1 | $281K | Sell |
4,971
-2,416
| -33% | -$137K | 0.11% | 89 |
|
|
2019
Q4 | $421K | Buy |
+7,387
| New | +$421K | 0.15% | 73 |
|