WU
Wealthsimple US’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.2M | Sell |
29,679
-7,606
| -20% | -$820K | 1.9% | 12 |
|
|
2020
Q4 | $4.03M | Sell |
37,285
-312
| -0.8% | -$33.7K | 2.2% | 13 |
|
|
2020
Q3 | $4.06M | Buy |
37,597
+8,302
| +28% | +$897K | 2.71% | 12 |
|
|
2020
Q2 | $3.16M | Buy |
+29,295
| New | +$3.16M | 2.4% | 13 |
|