U.S. Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,349
| Closed | -$248K | – | 704 |
|
|
2023
Q4 | $248K | Buy |
+2,349
| New | +$248K | 0.01% | 591 |
|
|
2023
Q1 | – | Sell |
-599
| Closed | -$62.5K | – | 1422 |
|
|
2022
Q4 | $62.5K | Buy |
+599
| New | +$62.5K | ﹤0.01% | 827 |
|
|
2021
Q4 | – | Sell |
-2,619
| Closed | -$282K | – | 755 |
|
|
2021
Q3 | $282K | Buy |
+2,619
| New | +$282K | 0.01% | 616 |
|