WKWM
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Walter & Keenan Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Walter & Keenan Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,500
Closed -$267K – 179
2019
Q4 		$267K Hold
2,500
– – 0.1% 136
2019
Q3 		$266K Hold
2,500
– – 0.1% 134
2019
Q2 		$266K Hold
2,500
– – 0.12% 126
2019
Q1 		$265K Buy
+2,500
New +$264K 0.12% 130

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