WWM
Windsor Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.29M | Buy |
66,079
+6,963
| +12% | +$347K | 0.6% | 40 |
|
|
2023
Q2 | $2.95M | Buy |
59,116
+7,150
| +14% | +$357K | 0.53% | 44 |
|
|
2023
Q1 | $2.59M | Buy |
51,966
+34,709
| +201% | +$1.73M | 0.5% | 46 |
|
|
2022
Q4 | $860K | Buy |
+17,257
| New | +$860K | 0.18% | 73 |
|
|
2022
Q3 | – | Sell |
-12,870
| Closed | -$640K | – | 153 |
|
|
2022
Q2 | $640K | Buy |
+12,870
| New | +$640K | 0.16% | 81 |
|