VitalStone Financial’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $2.37M | Buy |
21,788
+1,709
| +9% | +$186K | 1.61% | 14 |
|
2024
Q2 | $2.14M | Sell |
20,079
-757
| -4% | -$80.7K | 1.55% | 13 |
|
2024
Q1 | $2.24M | Sell |
20,836
-1,208
| -5% | -$130K | 1.71% | 13 |
|
2023
Q4 | $2.39M | Buy |
22,044
+4,285
| +24% | +$465K | 1.91% | 12 |
|
2023
Q3 | $1.84M | Buy |
17,759
+7,179
| +68% | +$744K | 1.55% | 14 |
|
2023
Q2 | $1.14M | Buy |
10,580
+8,965
| +555% | +$966K | 0.64% | 26 |
|
2023
Q1 | $188K | Sell |
1,615
-1,671
| -51% | -$195K | 0.15% | 68 |
|
2022
Q4 | $344K | Buy |
+3,286
| New | +$344K | 0.23% | 38 |
|