CW
Connectus Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-65,570
| Closed | -$3.4M | – | 415 |
|
|
2023
Q4 | $3.4M | Sell |
65,570
-5,141
| -7% | -$266K | 0.07% | 200 |
|
|
2023
Q3 | $3.48M | Sell |
70,711
-76,130
| -52% | -$3.75M | 0.08% | 200 |
|
|
2023
Q2 | $7.55M | Sell |
146,841
-2,164
| -1% | -$111K | 0.17% | 115 |
|
|
2023
Q1 | $7.72M | Buy |
149,005
+1,639
| +1% | +$84.9K | 0.19% | 112 |
|
|
2022
Q4 | $7.46M | Sell |
147,366
-8,078
| -5% | -$409K | 0.18% | 119 |
|
|
2022
Q3 | $7.77M | Sell |
155,444
-141,415
| -48% | -$7.07M | 0.16% | 140 |
|
|
2022
Q2 | $16M | Sell |
296,859
-594,222
| -67% | -$32M | 0.37% | 85 |
|
|
2022
Q1 | $55.7M | Buy |
+891,081
| New | +$55.7M | 1.76% | 12 |
|