Capital Investment Advisory Services’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,836
| Closed | -$31.4K | – | 1004 |
|
|
2023
Q4 | $31.4K | Sell |
1,836
-300
| -14% | -$5.13K | ﹤0.01% | 706 |
|
|
2023
Q3 | $35.7K | Hold |
2,136
| – | – | ﹤0.01% | 646 |
|
|
2023
Q2 | $36K | Hold |
2,136
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $36.3K | Hold |
2,136
| – | – | ﹤0.01% | 624 |
|
|
2022
Q4 | $36.1K | Hold |
2,136
| – | – | ﹤0.01% | 641 |
|
|
2022
Q3 | $36K | Sell |
2,136
-500
| -19% | -$8.43K | ﹤0.01% | 602 |
|
|
2022
Q2 | $45K | Sell |
2,636
-1,702
| -39% | -$29.1K | 0.01% | 602 |
|
|
2022
Q1 | $74K | Hold |
4,338
| – | – | 0.01% | 593 |
|
|
2021
Q4 | $78K | Buy |
4,338
+577
| +15% | +$10.4K | 0.01% | 564 |
|
|
2021
Q3 | $68K | Sell |
3,761
-2,023
| -35% | -$36.6K | 0.01% | 543 |
|
|
2021
Q2 | $104K | Sell |
5,784
-155
| -3% | -$2.79K | 0.01% | 521 |
|
|
2021
Q1 | $107K | Buy |
5,939
+1,170
| +25% | +$21.1K | 0.02% | 472 |
|
|
2020
Q4 | $86K | Hold |
4,769
| – | – | 0.01% | 473 |
|
|
2020
Q3 | $86K | Sell |
4,769
-1,197
| -20% | -$21.6K | 0.02% | 413 |
|
|
2020
Q2 | $107K | Hold |
5,966
| – | – | 0.02% | 355 |
|
|
2020
Q1 | $104K | Buy |
5,966
+68
| +1% | +$1.19K | 0.03% | 332 |
|
|
2019
Q4 | $105K | Buy |
5,898
+2,503
| +74% | +$44.6K | 0.03% | 338 |
|
|
2019
Q3 | $60K | Buy |
3,395
+719
| +27% | +$12.7K | 0.02% | 517 |
|
|
2019
Q2 | $47K | Hold |
2,676
| – | – | 0.01% | 568 |
|
|
2019
Q1 | $47K | Sell |
2,676
-530
| -17% | -$9.31K | 0.02% | 495 |
|
|
2018
Q4 | $55K | Buy |
+3,206
| New | +$55K | 0.02% | 437 |
|