Windsor Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,215
| Closed | -$234K | – | 116 |
|
|
2016
Q3 | $234K | Buy |
+2,215
| New | +$234K | 0.13% | 103 |
|
|
2014
Q1 | – | Sell |
-227
| Closed | -$24K | – | 271 |
|
|
2013
Q4 | $24K | Hold |
227
| – | – | 0.01% | 247 |
|
|
2013
Q3 | $24K | Sell |
227
-230
| -50% | -$24.3K | 0.01% | 260 |
|
|
2013
Q2 | $48K | Buy |
+457
| New | +$48K | 0.03% | 168 |
|