SWA
Sutton Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-360
| Closed | -$37.8K | – | 1080 |
|
|
2016
Q4 | $37.8K | Hold |
360
| – | – | 0.03% | 314 |
|
|
2016
Q3 | $38.2K | Buy |
360
+120
| +50% | +$12.7K | 0.03% | 301 |
|
|
2016
Q2 | $25.5K | Hold |
240
| – | – | 0.02% | 386 |
|
|
2016
Q1 | $25.5K | Buy |
+240
| New | +$25.5K | 0.02% | 374 |
|