B. Riley Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $464K | Buy |
8,931
+2,395
| +37% | +$124K | 0.02% | 720 |
|
|
2024
Q3 | $347K | Buy |
+6,536
| New | +$347K | 0.01% | 886 |
|
|
2022
Q4 | – | Sell |
-5,611
| Closed | -$281K | – | 1539 |
|
|
2022
Q3 | $281K | Buy |
+5,611
| New | +$281K | 0.01% | 1042 |
|
|
2022
Q1 | – | Sell |
-5,055
| Closed | -$316K | – | 1447 |
|
|
2021
Q4 | $316K | Buy |
5,055
+1,680
| +50% | +$105K | 0.01% | 1039 |
|
|
2021
Q3 | $211K | Hold |
3,375
| – | – | 0.01% | 1216 |
|
|
2021
Q2 | $215K | Hold |
3,375
| – | – | 0.01% | 1185 |
|
|
2021
Q1 | $210K | Sell |
3,375
-677
| -17% | -$42.1K | 0.01% | 1170 |
|
|
2020
Q4 | $250K | Buy |
4,052
+703
| +21% | +$43.4K | 0.01% | 848 |
|
|
2020
Q3 | $201K | Buy |
+3,349
| New | +$201K | 0.01% | 841 |
|
|
2018
Q3 | – | Sell |
-3,504
| Closed | -$221K | – | 729 |
|
|
2018
Q2 | $221K | Sell |
3,504
-1,455
| -29% | -$91.8K | 0.03% | 579 |
|
|
2018
Q1 | $308K | Buy |
+4,959
| New | +$308K | 0.04% | 447 |
|
|
2014
Q3 | – | Sell |
-75
| Closed | -$4.52K | – | 1206 |
|
|
2014
Q2 | $4.52K | Buy |
+75
| New | +$4.52K | ﹤0.01% | 2071 |
|