Creative Planning’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-30,182
| Closed | -$653K | – | 2974 |
|
2023
Q3 | $653K | Sell |
30,182
-33,990
| -53% | -$735K | ﹤0.01% | 1385 |
|
2023
Q2 | $1.43M | Buy |
64,172
+7,444
| +13% | +$166K | ﹤0.01% | 958 |
|
2023
Q1 | $1.26M | Sell |
56,728
-7,444
| -12% | -$166K | ﹤0.01% | 959 |
|
2022
Q4 | $1.43M | Buy |
64,172
+31,410
| +96% | +$700K | ﹤0.01% | 866 |
|
2022
Q3 | $713K | Buy |
32,762
+11,618
| +55% | +$253K | ﹤0.01% | 1120 |
|
2022
Q2 | $475K | Sell |
21,144
-3,160
| -13% | -$71K | ﹤0.01% | 1345 |
|
2022
Q1 | $565K | Hold |
24,304
| – | – | ﹤0.01% | 1258 |
|
2021
Q4 | $611K | Sell |
24,304
-3,616
| -13% | -$90.9K | ﹤0.01% | 1199 |
|
2021
Q3 | $701K | Buy |
27,920
+7,920
| +40% | +$199K | ﹤0.01% | 1125 |
|
2021
Q2 | $509K | Buy |
+20,000
| New | +$509K | ﹤0.01% | 1272 |
|
2017
Q3 | – | Sell |
-4,150
| Closed | -$101K | – | 3310 |
|
2017
Q2 | $101K | Buy |
+4,150
| New | +$101K | ﹤0.01% | 1976 |
|