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WealthPLAN Partners’s iShares New York Muni Bond ETF NYF Stock Holding History

WealthPLAN Partners’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$181K 0.02% 322
2022
Q1 		$459K Sell
8,683
-1,739
-17% -$97.8K 0.03% 261
2021
Q4 		$588K Hold
10,422
– – 0.04% 235
2021
Q3 		$603K Buy
10,422
+1,545
+17% +$90.2K 0.04% 227
2021
Q2 		$519K Hold
8,877
– – 0.04% 232
2021
Q1 		$516K Buy
8,877
+499
+6% +$29K 0.04% 223
2020
Q4 		$490K Buy
8,378
+1,700
+25% +$98K 0.04% 220
2020
Q3 		$384K Hold
6,678
– – 0.04% 224
2020
Q2 		$389K Buy
+6,678
New +$378K 0.04% 212

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