SWA
Sutton Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $340K | Hold |
3,311
| – | – | 0.17% | 79 |
|
|
2023
Q2 | $353K | Sell |
3,311
-9
| -0.3% | -$961 | 0.17% | 77 |
|
|
2023
Q1 | $358K | Hold |
3,320
| – | – | 0.19% | 74 |
|
|
2022
Q4 | $350K | Hold |
3,320
| – | – | 0.13% | 118 |
|
|
2022
Q3 | $341K | Buy |
3,320
+405
| +14% | +$41.5K | 0.14% | 114 |
|
|
2022
Q2 | $310K | Sell |
2,915
-195
| -6% | -$20.7K | 0.12% | 121 |
|
|
2022
Q1 | $341K | Sell |
3,110
-978
| -24% | -$107K | 0.12% | 123 |
|
|
2021
Q4 | $475K | Sell |
4,088
-916
| -18% | -$107K | 0.16% | 93 |
|
|
2021
Q3 | $581K | Sell |
5,004
-9
| -0.2% | -$1.05K | 0.21% | 78 |
|
|
2021
Q2 | $588K | Sell |
5,013
-44
| -0.9% | -$5.16K | 0.21% | 82 |
|
|
2021
Q1 | $587K | Sell |
5,057
-15
| -0.3% | -$1.74K | 0.23% | 73 |
|
|
2020
Q4 | $594K | Buy |
5,072
+304
| +6% | +$35.6K | 0.25% | 70 |
|
|
2020
Q3 | $553K | Hold |
4,768
| – | – | 0.27% | 65 |
|
|
2020
Q2 | $550K | Hold |
4,768
| – | – | 0.29% | 59 |
|
|
2020
Q1 | $539K | Buy |
4,768
+211
| +5% | +$23.8K | 0.34% | 53 |
|
|
2019
Q4 | $519K | Hold |
4,557
| – | – | 0.27% | 65 |
|
|
2019
Q3 | $520K | Buy |
4,557
+88
| +2% | +$10K | 0.29% | 54 |
|
|
2019
Q2 | $505K | Sell |
4,469
-90
| -2% | -$10.2K | 0.29% | 59 |
|
|
2019
Q1 | $507K | Hold |
4,559
| – | – | 0.3% | 56 |
|
|
2018
Q4 | $497K | Sell |
4,559
-625
| -12% | -$68.2K | 0.32% | 58 |
|
|
2018
Q3 | $560K | Sell |
5,184
-368
| -7% | -$39.7K | 0.37% | 47 |
|
|
2018
Q2 | $605K | Sell |
5,552
-426
| -7% | -$46.5K | 0.42% | 39 |
|
|
2018
Q1 | $651K | Sell |
5,978
-315
| -5% | -$34.3K | 0.47% | 36 |
|
|
2017
Q4 | $697K | Hold |
6,293
| – | – | 0.51% | 34 |
|
|
2017
Q3 | $698K | Buy |
6,293
+71
| +1% | +$7.87K | 0.53% | 33 |
|
|
2017
Q2 | $685K | Buy |
6,222
+209
| +3% | +$23K | 0.54% | 32 |
|
|
2017
Q1 | $655K | Buy |
6,013
+181
| +3% | +$19.7K | 0.55% | 31 |
|
|
2016
Q4 | $631K | Buy |
5,832
+505
| +9% | +$54.6K | 0.56% | 29 |
|
|
2016
Q3 | $601K | Buy |
5,327
+343
| +7% | +$38.7K | 0.55% | 32 |
|
|
2016
Q2 | $568K | Hold |
4,984
| – | – | 0.54% | 29 |
|
|
2016
Q1 | $556K | Buy |
+4,984
| New | +$556K | 0.53% | 30 |
|