Vigilant Capital Management’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-2,930
| Closed | -$150K | – | 335 |
|
2014
Q2 | $150K | Hold |
2,930
| – | – | 0.03% | 94 |
|
2014
Q1 | $150K | Sell |
2,930
-2,630
| -47% | -$135K | 0.04% | 96 |
|
2013
Q4 | $286K | Sell |
5,560
-500
| -8% | -$25.7K | 0.07% | 86 |
|
2013
Q3 | $313K | Sell |
6,060
-30
| -0.5% | -$1.55K | 0.09% | 72 |
|
2013
Q2 | $315K | Buy |
+6,090
| New | +$315K | 0.09% | 73 |
|