Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,965
| Closed | -$521K | – | 217 |
|
|
2018
Q2 | $521K | Hold |
4,965
| – | – | 0.09% | 154 |
|
|
2018
Q1 | $521K | Sell |
4,965
-3,000
| -38% | -$315K | 0.1% | 170 |
|
|
2017
Q4 | $835K | Sell |
7,965
-500
| -6% | -$52.4K | 0.15% | 157 |
|
|
2017
Q3 | $897K | Buy |
+8,465
| New | +$897K | 0.31% | 110 |
|
|
2017
Q2 | – | Sell |
-7,750
| Closed | -$818K | – | 161 |
|
|
2017
Q1 | $818K | Sell |
7,750
-3,150
| -29% | -$332K | 0.31% | 115 |
|
|
2016
Q4 | $1.15M | Buy |
+10,900
| New | +$1.15M | 0.45% | 71 |
|