WC
Wealth CMT’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,716
| Closed | -$1.95M | – | 36 |
|
|
2022
Q4 | $1.95M | Sell |
18,716
-843
| -4% | -$87.9K | 1.04% | 19 |
|
|
2022
Q3 | $2.01M | Buy |
19,559
+2,780
| +17% | +$285K | 1.21% | 19 |
|
|
2022
Q2 | $1.76M | Buy |
16,779
+5,454
| +48% | +$571K | 1.02% | 19 |
|
|
2022
Q1 | $1.19M | Buy |
+11,325
| New | +$1.19M | 0.6% | 19 |
|