Teamwork Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,110
| Closed | -$220K | – | 208 |
|
|
2022
Q4 | $220K | Sell |
2,110
-2,440
| -54% | -$254K | 0.04% | 177 |
|
|
2022
Q3 | $467K | Buy |
4,550
+179
| +4% | +$18.4K | 0.1% | 123 |
|
|
2022
Q2 | $458K | Buy |
4,371
+1,180
| +37% | +$124K | 0.1% | 146 |
|
|
2022
Q1 | $334K | Sell |
3,191
-4,979
| -61% | -$521K | 0.06% | 198 |
|
|
2021
Q4 | $877K | Buy |
8,170
+564
| +7% | +$60.5K | 0.16% | 132 |
|
|
2021
Q3 | $818K | Buy |
7,606
+979
| +15% | +$105K | 0.16% | 111 |
|
|
2021
Q2 | $715K | Sell |
6,627
-268
| -4% | -$28.9K | 0.15% | 118 |
|
|
2021
Q1 | $743K | Sell |
6,895
-436
| -6% | -$47K | 0.17% | 111 |
|
|
2020
Q4 | $793K | Buy |
7,331
+1,079
| +17% | +$117K | 0.19% | 98 |
|
|
2020
Q3 | $676K | Sell |
6,252
-907
| -13% | -$98.1K | 0.21% | 98 |
|
|
2020
Q2 | $772K | Buy |
+7,159
| New | +$772K | 0.28% | 84 |
|