Vertex Planning Partners’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
12,294
+175
| +1% | +$3.52K | 0.05% | 164 |
|
|
2025
Q1 | $244K | Buy |
12,119
+40
| +0.3% | +$805 | 0.05% | 162 |
|
|
2024
Q4 | $245K | Buy |
12,079
+1,266
| +12% | +$25.7K | 0.05% | 164 |
|
|
2024
Q3 | $225K | Buy |
+10,813
| New | +$225K | 0.05% | 153 |
|
|
2024
Q2 | – | Sell |
-11,913
| Closed | -$246K | – | 157 |
|
|
2024
Q1 | $246K | Buy |
11,913
+155
| +1% | +$3.2K | 0.07% | 140 |
|
|
2023
Q4 | $245K | Buy |
+11,758
| New | +$245K | 0.07% | 140 |
|
|
2023
Q1 | – | Sell |
-17,074
| Closed | -$344K | – | 140 |
|
|
2022
Q4 | $344K | Buy |
+17,074
| New | +$344K | 0.13% | 95 |
|