Wealth Enhancement Advisory Services’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
85,775
+22,340
| +35% | +$561K | ﹤0.01% | 1318 |
|
|
2025
Q1 | $1.59M | Sell |
63,435
-28,080
| -31% | -$705K | ﹤0.01% | 1362 |
|
|
2024
Q4 | $2.28M | Buy |
91,515
+125
| +0.1% | +$3.12K | ﹤0.01% | 1112 |
|
|
2024
Q3 | $2.31M | Sell |
91,390
-23,434
| -20% | -$593K | 0.01% | 984 |
|
|
2024
Q2 | $2.87M | Sell |
114,824
-1,010
| -0.9% | -$25.2K | 0.01% | 866 |
|
|
2024
Q1 | $2.91M | Sell |
115,834
-24,215
| -17% | -$608K | 0.01% | 820 |
|
|
2023
Q4 | $3.53M | Sell |
140,049
-13,210
| -9% | -$332K | 0.01% | 708 |
|
|
2023
Q3 | $3.77M | Buy |
+153,259
| New | +$3.77M | 0.01% | 652 |
|