Watershed Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,373
| Closed | -$248K | – | 123 |
|
|
2024
Q2 | $248K | Sell |
2,373
-138
| -5% | -$14.4K | 0.11% | 100 |
|
|
2024
Q1 | $263K | Sell |
2,511
-65
| -3% | -$6.81K | 0.12% | 102 |
|
|
2023
Q4 | $271K | Buy |
2,576
+181
| +8% | +$19.1K | 0.15% | 89 |
|
|
2023
Q3 | $246K | Buy |
2,395
+40
| +2% | +$4.11K | 0.15% | 88 |
|
|
2023
Q2 | $245K | Buy |
+2,355
| New | +$245K | 0.15% | 82 |
|