WR Wealth Planners’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $316K | Sell |
2,962
-12,767
| -81% | -$1.36M | 0.1% | 127 |
|
|
2024
Q3 | $1.71M | Buy |
15,729
+220
| +1% | +$23.9K | 0.48% | 37 |
|
|
2024
Q2 | $1.65M | Sell |
15,509
-696
| -4% | -$74.2K | 0.5% | 35 |
|
|
2024
Q1 | $1.74M | Buy |
16,205
+369
| +2% | +$39.7K | 0.54% | 31 |
|
|
2023
Q4 | $1.72M | Buy |
15,836
+2,859
| +22% | +$310K | 0.64% | 31 |
|
|
2023
Q3 | $1.33M | Buy |
12,977
+166
| +1% | +$17K | 0.51% | 35 |
|
|
2023
Q2 | $1.37M | Buy |
12,811
+2,814
| +28% | +$300K | 0.53% | 35 |
|
|
2023
Q1 | $1.08M | Sell |
9,997
-20
| -0.2% | -$2.16K | 0.47% | 39 |
|
|
2022
Q4 | $1.06M | Buy |
10,017
+2,008
| +25% | +$212K | 0.65% | 30 |
|
|
2022
Q3 | $822K | Sell |
8,009
-617
| -7% | -$63.3K | 0.58% | 30 |
|
|
2022
Q2 | $917K | Sell |
8,626
-3
| -0% | -$319 | 0.6% | 28 |
|
|
2022
Q1 | $946K | Buy |
+8,629
| New | +$946K | 0.56% | 34 |
|