Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,075
| Closed | -$158K | – | 1206 |
|
|
2021
Q1 | $158K | Buy |
+3,075
| New | +$158K | 0.01% | 534 |
|
|
2020
Q2 | – | Sell |
-2,272
| Closed | -$112K | – | 860 |
|
|
2020
Q1 | $112K | Sell |
2,272
-10,209
| -82% | -$503K | 0.02% | 355 |
|
|
2019
Q4 | $627K | Hold |
12,481
| – | – | 0.08% | 146 |
|
|
2019
Q3 | $628K | Hold |
12,481
| – | – | 0.09% | 126 |
|
|
2019
Q2 | $621K | Sell |
12,481
-2,108
| -14% | -$105K | 0.1% | 124 |
|
|
2019
Q1 | $712K | Hold |
14,589
| – | – | 0.12% | 108 |
|
|
2018
Q4 | $693K | Sell |
14,589
-2
| -0% | -$95 | 0.13% | 92 |
|
|
2018
Q3 | $680K | Buy |
14,591
+530
| +4% | +$24.7K | 0.12% | 98 |
|
|
2018
Q2 | $663K | Sell |
14,061
-21
| -0.1% | -$990 | 0.13% | 96 |
|
|
2018
Q1 | $663K | Sell |
14,082
-37
| -0.3% | -$1.74K | 0.15% | 86 |
|
|
2017
Q4 | $680K | Buy |
14,119
+4,933
| +54% | +$238K | 0.17% | 74 |
|
|
2017
Q3 | $442K | Buy |
9,186
+4,407
| +92% | +$212K | 0.13% | 88 |
|
|
2017
Q2 | $229K | Buy |
4,779
+816
| +21% | +$39.1K | 0.11% | 29 |
|
|
2017
Q1 | $186K | Sell |
3,963
-2,490
| -39% | -$117K | 0.1% | 28 |
|
|
2016
Q4 | $299K | Hold |
6,453
| – | – | 0.18% | 23 |
|
|
2016
Q3 | $317K | Hold |
6,453
| – | – | 0.21% | 23 |
|
|
2016
Q2 | $321K | Buy |
+6,453
| New | +$321K | 0.23% | 23 |
|