White Knight Strategic Wealth Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-9,907
| Closed | -$209K | – | 73 |
|
2023
Q2 | $209K | Sell |
9,907
-9,019
| -48% | -$191K | 0.25% | 68 |
|
2023
Q1 | $411K | Sell |
18,926
-13,844
| -42% | -$301K | 0.52% | 39 |
|
2022
Q4 | $704K | Buy |
32,770
+2,559
| +8% | +$55K | 0.97% | 27 |
|
2022
Q3 | $623K | Buy |
30,211
+10,478
| +53% | +$216K | 0.89% | 29 |
|
2022
Q2 | $454K | Sell |
19,733
-3,420
| -15% | -$78.7K | 0.63% | 38 |
|
2022
Q1 | $586K | Sell |
23,153
-2,323
| -9% | -$58.8K | 0.63% | 37 |
|
2021
Q4 | $755K | Buy |
+25,476
| New | +$755K | 0.79% | 32 |
|