Westside Investment Management’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
16,400
+800
| +5% | +$39.1K | 0.15% | 134 |
|
|
2025
Q1 | $772K | Buy |
15,600
+800
| +5% | +$39.6K | 0.16% | 126 |
|
|
2024
Q4 | $742K | Hold |
14,800
| – | – | 0.16% | 127 |
|
|
2024
Q3 | $761K | Hold |
14,800
| – | – | 0.16% | 127 |
|
|
2024
Q2 | $745K | Hold |
14,800
| – | – | 0.17% | 125 |
|
|
2024
Q1 | $748K | Hold |
14,800
| – | – | 0.18% | 124 |
|
|
2023
Q4 | $754K | Buy |
14,800
+3,800
| +35% | +$194K | 0.19% | 115 |
|
|
2023
Q3 | $527K | Hold |
11,000
| – | – | 0.15% | 133 |
|
|
2023
Q2 | $550K | Hold |
11,000
| – | – | 0.16% | 129 |
|
|
2023
Q1 | $554K | Hold |
11,000
| – | – | 0.16% | 124 |
|
|
2022
Q4 | $538 | Buy |
+11,000
| New | +$538 | ﹤0.01% | 282 |
|