Valicenti Advisory Services’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,675
| Closed | -$359K | – | 84 |
|
|
2024
Q1 | $359K | Hold |
6,675
| – | – | 0.1% | 75 |
|
|
2023
Q4 | $361K | Hold |
6,675
| – | – | 0.11% | 72 |
|
|
2023
Q3 | $341K | Hold |
6,675
| – | – | 0.12% | 67 |
|
|
2023
Q2 | $356K | Buy |
6,675
+325
| +5% | +$17.3K | 0.11% | 67 |
|
|
2023
Q1 | $340K | Buy |
+6,350
| New | +$340K | 0.11% | 68 |
|