WR Wealth Planners’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-238
| Closed | -$4.88K | – | 934 |
|
2023
Q2 | $4.88K | Buy |
238
+1
| +0.4% | +$21 | ﹤0.01% | 681 |
|
2023
Q1 | $4.88K | Sell |
237
-288
| -55% | -$5.93K | ﹤0.01% | 682 |
|
2022
Q4 | $10.6K | Sell |
525
-1,104
| -68% | -$22.2K | 0.01% | 260 |
|
2022
Q3 | $31.7K | Buy |
1,629
+6
| +0.4% | +$117 | 0.02% | 187 |
|
2022
Q2 | $32.8K | Sell |
1,623
-7,577
| -82% | -$153K | 0.02% | 198 |
|
2022
Q1 | $193K | Buy |
+9,200
| New | +$193K | 0.11% | 106 |
|