Bernicke Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.92M | Sell |
49,179
-12,690
| -21% | -$752K | 2.15% | 7 |
|
|
2020
Q1 | $3.23M | Buy |
61,869
+4,484
| +8% | +$234K | 1.96% | 7 |
|
|
2019
Q4 | $3.68M | Buy |
57,385
+2,158
| +4% | +$138K | 2.05% | 7 |
|
|
2019
Q3 | $3.56M | Buy |
55,227
+2,177
| +4% | +$140K | 2.06% | 7 |
|
|
2019
Q2 | $3.38M | Sell |
53,050
-214
| -0.4% | -$13.7K | 2.03% | 7 |
|
|
2019
Q1 | $3.34M | Buy |
53,264
+1,678
| +3% | +$105K | 2.1% | 7 |
|
|
2018
Q4 | $3.15M | Buy |
51,586
+1,757
| +4% | +$107K | 2.17% | 7 |
|
|
2018
Q3 | $3.1M | Buy |
49,829
+844
| +2% | +$52.5K | 2.06% | 7 |
|
|
2018
Q2 | $3.08M | Buy |
48,985
+4,436
| +10% | +$279K | 2.16% | 7 |
|
|
2018
Q1 | $2.76M | Buy |
44,549
+1,658
| +4% | +$103K | 2.01% | 7 |
|
|
2017
Q4 | $2.68M | Buy |
42,891
+6,267
| +17% | +$391K | 2.02% | 8 |
|
|
2017
Q3 | $2.29M | Sell |
36,624
-32
| -0.1% | -$2K | 1.8% | 8 |
|
|
2017
Q2 | $2.27M | Sell |
36,656
-2,145
| -6% | -$133K | 1.81% | 9 |
|
|
2017
Q1 | $2.37M | Sell |
38,801
-983
| -2% | -$60.1K | 1.97% | 8 |
|
|
2016
Q4 | $2.36M | Buy |
39,784
+3,502
| +10% | +$208K | 2.04% | 8 |
|
|
2016
Q3 | $2.34M | Buy |
36,282
+2,382
| +7% | +$154K | 2.03% | 8 |
|
|
2016
Q2 | $2.19M | Sell |
33,900
-1,332
| -4% | -$86.1K | 1.98% | 8 |
|
|
2016
Q1 | $2.21M | Buy |
35,232
+957
| +3% | +$60K | 2.05% | 8 |
|
|
2015
Q4 | $2.12M | Buy |
34,275
+4,159
| +14% | +$257K | 2.05% | 8 |
|
|
2015
Q3 | $1.84M | Buy |
30,116
+3,269
| +12% | +$200K | 1.88% | 8 |
|
|
2015
Q2 | $1.61M | Buy |
26,847
+1,958
| +8% | +$117K | 1.53% | 11 |
|
|
2015
Q1 | $1.56M | Buy |
24,889
+4,388
| +21% | +$275K | 1.66% | 13 |
|
|
2014
Q4 | $1.27M | Buy |
+20,501
| New | +$1.27M | 1.24% | 27 |
|