WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,326
| Closed | -$124K | – | 857 |
|
|
2023
Q2 | $124K | Sell |
2,326
-1,093
| -32% | -$58.2K | 0.02% | 364 |
|
|
2023
Q1 | $183K | Buy |
+3,419
| New | +$183K | 0.02% | 322 |
|
|
2022
Q1 | $459K | Sell |
8,683
-1,739
| -17% | -$91.9K | 0.03% | 261 |
|
|
2021
Q4 | $588K | Hold |
10,422
| – | – | 0.04% | 235 |
|
|
2021
Q3 | $603K | Buy |
10,422
+1,545
| +17% | +$89.4K | 0.04% | 226 |
|
|
2021
Q2 | $519K | Hold |
8,877
| – | – | 0.04% | 231 |
|
|
2021
Q1 | $516K | Buy |
8,877
+499
| +6% | +$29K | 0.04% | 223 |
|
|
2020
Q4 | $490K | Buy |
8,378
+1,700
| +25% | +$99.4K | 0.04% | 219 |
|
|
2020
Q3 | $384K | Hold |
6,678
| – | – | 0.04% | 223 |
|
|
2020
Q2 | $389K | Buy |
+6,678
| New | +$389K | 0.04% | 211 |
|