WKWM
Walter & Keenan Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$265K | 0.12% | 130 |
|