Sutton Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $350K | Hold |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $310K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $475K | Sell |
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|
2021
Q3 | $581K | Sell |
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|
2021
Q2 | $588K | Sell |
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|
2021
Q1 | $587K | Sell |
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|
2020
Q4 | $594K | Buy |
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|
2020
Q3 | $553K | Hold |
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|
2020
Q2 | $550K | Hold |
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|
2020
Q1 | $539K | Buy |
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|
2019
Q4 | $519K | Hold |
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|
2019
Q3 | $520K | Buy |
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|
2019
Q2 | $505K | Sell |
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|
2019
Q1 | $507K | Hold |
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|
2018
Q4 | $497K | Sell |
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|
2018
Q3 | $560K | Sell |
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|
2018
Q2 | $605K | Sell |
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|
2018
Q1 | $651K | Sell |
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|
2017
Q4 | $697K | Hold |
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|
2017
Q3 | $698K | Buy |
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|
2017
Q2 | $685K | Buy |
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|
2017
Q1 | $655K | Buy |
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|
2016
Q4 | $631K | Buy |
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|
2016
Q3 | $601K | Buy |
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|
2016
Q2 | $568K | Hold |
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|
2016
Q1 | $556K | Buy |
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