Watershed Private Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,911
| Closed | -$588K | – | 108 |
|
|
2025
Q1 | $588K | Buy |
+12,911
| New | +$588K | 0.23% | 59 |
|
|
2024
Q3 | – | Sell |
-5,528
| Closed | -$253K | – | 118 |
|
|
2024
Q2 | $253K | Hold |
5,528
| – | – | 0.11% | 98 |
|
|
2024
Q1 | $257K | Hold |
5,528
| – | – | 0.11% | 103 |
|
|
2023
Q4 | $260K | Hold |
5,528
| – | – | 0.14% | 93 |
|
|
2023
Q3 | $244K | Buy |
+5,528
| New | +$244K | 0.15% | 89 |
|