United Capital Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,500
| Closed | -$231K | – | 1204 |
|
|
2020
Q3 | $231K | Hold |
4,500
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q2 | $229K | Hold |
4,500
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q1 | $221K | Sell |
4,500
-1,951
| -30% | -$95.8K | ﹤0.01% | 1037 |
|
|
2019
Q4 | $324K | Hold |
6,451
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q3 | $325K | Hold |
6,451
| – | – | ﹤0.01% | 1048 |
|
|
2019
Q2 | $321K | Hold |
6,451
| – | – | ﹤0.01% | 1160 |
|
|
2019
Q1 | $315K | Buy |
+6,451
| New | +$315K | ﹤0.01% | 1098 |
|
|
2016
Q3 | – | Sell |
-9,936
| Closed | -$497K | – | 1289 |
|
|
2016
Q2 | $497K | Sell |
9,936
-905
| -8% | -$45.3K | 0.01% | 918 |
|
|
2016
Q1 | $525K | Buy |
10,841
+1,327
| +14% | +$64.3K | 0.01% | 861 |
|
|
2015
Q4 | $456K | Sell |
9,514
-1,926
| -17% | -$92.3K | 0.01% | 910 |
|
|
2015
Q3 | $541K | Sell |
11,440
-2,277
| -17% | -$108K | 0.01% | 872 |
|
|
2015
Q2 | $636K | Sell |
13,717
-7,333
| -35% | -$340K | 0.01% | 838 |
|
|
2015
Q1 | $993K | Sell |
21,050
-7,431
| -26% | -$351K | 0.01% | 722 |
|
|
2014
Q4 | $1.35M | Sell |
28,481
-1,675
| -6% | -$79.3K | 0.02% | 571 |
|
|
2014
Q3 | $1.42M | Buy |
30,156
+1,159
| +4% | +$54.4K | 0.02% | 516 |
|
|
2014
Q2 | $1.35M | Sell |
28,997
-672
| -2% | -$31.2K | 0.03% | 495 |
|
|
2014
Q1 | $1.35M | Sell |
29,669
-2,498
| -8% | -$114K | 0.03% | 423 |
|
|
2013
Q4 | $1.42M | Sell |
32,167
-2,282
| -7% | -$100K | 0.05% | 289 |
|
|
2013
Q3 | $1.54M | Sell |
34,449
-342
| -1% | -$15.3K | 0.05% | 290 |
|
|
2013
Q2 | $1.53M | Buy |
+34,791
| New | +$1.53M | 0.04% | 343 |
|