Towerpoint Wealth’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
Q4
Sell
-9,760
Closed -$1M 90
2022
Q3
$1M Sell
9,760
-24
-0.2% -$2.46K 0.6% 32
2022
Q2
$1.04M Sell
9,784
-940
-9% -$100K 0.62% 32
2022
Q1
$1.18M Buy
10,724
+1,180
+12% +$129K 0.58% 36
2021
Q4
$1.11M Buy
+9,544
New +$1.11M 0.53% 35