Total Clarity Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-524
| Closed | -$56K | – | 701 |
|
2022
Q2 | $56K | Buy |
+524
| New | +$56K | 0.03% | 395 |
|
2022
Q1 | – | Sell |
-1,024
| Closed | -$119K | – | 646 |
|
2021
Q4 | $119K | Buy |
1,024
+50
| +5% | +$5.81K | 0.05% | 292 |
|
2021
Q3 | $113K | Buy |
+974
| New | +$113K | 0.05% | 290 |
|
2021
Q2 | – | Sell |
-914
| Closed | -$106K | – | 533 |
|
2021
Q1 | $106K | Buy |
+914
| New | +$106K | 0.06% | 235 |
|
2020
Q1 | – | Sell |
-704
| Closed | -$80K | – | 428 |
|
2019
Q4 | $80K | Buy |
+704
| New | +$80K | 0.06% | 208 |
|