WealthShield Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-4,487
| Closed | -$225K | – | 527 |
|
2021
Q2 | $225K | Sell |
4,487
-398
| -8% | -$20K | 0.04% | 244 |
|
2021
Q1 | $245K | Sell |
4,885
-4,127
| -46% | -$207K | 0.04% | 233 |
|
2020
Q4 | $452K | Buy |
+9,012
| New | +$452K | 0.08% | 184 |
|
2020
Q1 | – | Sell |
-1,495
| Closed | -$75K | – | 294 |
|
2019
Q4 | $75K | Buy |
1,495
+357
| +31% | +$17.9K | 0.04% | 200 |
|
2019
Q3 | $57K | Buy |
1,138
+165
| +17% | +$8.26K | 0.03% | 197 |
|
2019
Q2 | $49K | Sell |
973
-1,758
| -64% | -$88.5K | 0.03% | 179 |
|
2019
Q1 | $137K | Buy |
+2,731
| New | +$137K | 0.08% | 160 |
|