Carson Wealth (CWM LLC)’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Hold |
1,346
| – | – | ﹤0.01% | 3653 |
|
|
2025
Q1 | $30K | Hold |
1,346
| – | – | ﹤0.01% | 3389 |
|
|
2024
Q4 | $30K | Hold |
1,346
| – | – | ﹤0.01% | 3179 |
|
|
2024
Q3 | $31K | Hold |
1,346
| – | – | ﹤0.01% | 3076 |
|
|
2024
Q2 | $30K | Buy |
+1,346
| New | +$30K | ﹤0.01% | 2837 |
|
|
2023
Q4 | – | Sell |
-303
| Closed | -$7K | – | 4474 |
|
|
2023
Q3 | $7K | Hold |
303
| – | – | ﹤0.01% | 3323 |
|
|
2023
Q2 | $7K | Sell |
303
-686
| -69% | -$15.8K | ﹤0.01% | 3298 |
|
|
2023
Q1 | $22K | Sell |
989
-556
| -36% | -$12.4K | ﹤0.01% | 2441 |
|
|
2022
Q4 | $34K | Hold |
1,545
| – | – | ﹤0.01% | 2001 |
|
|
2022
Q3 | $34K | Hold |
1,545
| – | – | ﹤0.01% | 1867 |
|
|
2022
Q2 | $35K | Hold |
1,545
| – | – | ﹤0.01% | 1802 |
|
|
2022
Q1 | $36K | Hold |
1,545
| – | – | ﹤0.01% | 1766 |
|
|
2021
Q4 | $39K | Buy |
+1,545
| New | +$39K | ﹤0.01% | 1678 |
|
|
2021
Q2 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 1501 |
|
|
2021
Q1 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 1501 |
|
|
2020
Q4 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 1501 |
|
|
2020
Q3 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 1501 |
|
|
2020
Q2 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 1501 |
|
|
2020
Q1 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q4 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q3 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q2 | $39K | Hold |
1,545
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q1 | $39K | Buy |
+1,545
| New | +$39K | ﹤0.01% | 1501 |
|