SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61K | Buy |
+25
| New | +$2.61K | ﹤0.01% | 412 |
|
|
2024
Q2 | – | Sell |
-256
| Closed | -$27.5K | – | 274 |
|
|
2024
Q1 | $27.5K | Buy |
+256
| New | +$27.5K | ﹤0.01% | 141 |
|
|
2022
Q3 | – | Sell |
-6,368
| Closed | -$677K | – | 114 |
|
|
2022
Q2 | $677K | Buy |
6,368
+6,363
| +127,260% | +$676K | 0.32% | 25 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 111 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | -$1K | – | 86 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 79 |
|
|
2020
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 80 |
|
|
2020
Q2 | – | Sell |
-1,370
| Closed | -$155K | – | 70 |
|
|
2020
Q1 | $155K | Hold |
1,370
| – | – | 0.16% | 36 |
|
|
2019
Q4 | $156K | Hold |
1,370
| – | – | 0.1% | 49 |
|
|
2019
Q3 | $156K | Hold |
1,370
| – | – | 0.1% | 40 |
|
|
2019
Q2 | $155K | Hold |
1,370
| – | – | 0.1% | 43 |
|
|
2019
Q1 | $152K | Sell |
1,370
-1,067
| -44% | -$118K | 0.1% | 41 |
|
|
2018
Q4 | $266K | Buy |
+2,437
| New | +$266K | 0.11% | 28 |
|