United Capital Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,517
| Closed | -$378K | – | 1213 |
|
|
2020
Q4 | $378K | Sell |
7,517
-9,379
| -56% | -$472K | ﹤0.01% | 923 |
|
|
2020
Q3 | $848K | Hold |
16,896
| – | – | 0.01% | 697 |
|
|
2020
Q2 | $847K | Hold |
16,896
| – | – | 0.01% | 709 |
|
|
2020
Q1 | $841K | Sell |
16,896
-77
| -0.5% | -$3.83K | 0.01% | 674 |
|
|
2019
Q4 | $850K | Hold |
16,973
| – | – | 0.01% | 824 |
|
|
2019
Q3 | $851K | Buy |
16,973
+550
| +3% | +$27.6K | 0.01% | 785 |
|
|
2019
Q2 | $823K | Buy |
16,423
+264
| +2% | +$13.2K | 0.01% | 869 |
|
|
2019
Q1 | $809K | Buy |
16,159
+373
| +2% | +$18.7K | 0.01% | 829 |
|
|
2018
Q4 | $788K | Buy |
15,786
+11,501
| +268% | +$574K | 0.01% | 776 |
|
|
2018
Q3 | $214K | Sell |
4,285
-954
| -18% | -$47.6K | ﹤0.01% | 1234 |
|
|
2018
Q2 | $262K | Buy |
5,239
+954
| +22% | +$47.7K | ﹤0.01% | 1134 |
|
|
2018
Q1 | $213K | Hold |
4,285
| – | – | ﹤0.01% | 1216 |
|
|
2017
Q4 | $213K | Buy |
+4,285
| New | +$213K | ﹤0.01% | 1221 |
|