WealthOne’s iShares New York Muni Bond ETF NYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,317
| Closed | -$248K | – | 118 |
|
|
2020
Q3 | $248K | Buy |
4,317
+2
| +0% | +$115 | 0.14% | 89 |
|
|
2020
Q2 | $248K | Buy |
+4,315
| New | +$248K | 0.15% | 83 |
|
|
2020
Q1 | – | Sell |
-4,312
| Closed | -$246K | – | 94 |
|
|
2019
Q4 | $246K | Buy |
4,312
+211
| +5% | +$12K | 0.15% | 79 |
|
|
2019
Q3 | $235K | Buy |
4,101
+2
| +0% | +$115 | 0.17% | 78 |
|
|
2019
Q2 | $233K | Buy |
4,099
+466
| +13% | +$26.5K | 0.16% | 89 |
|
|
2019
Q1 | $203K | Sell |
3,633
-336
| -8% | -$18.8K | 0.23% | 74 |
|
|
2018
Q4 | $217K | Buy |
+3,969
| New | +$217K | 0.19% | 70 |
|