Cypress Wealth Services’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,922
| Closed | -$208K | – | 289 |
|
|
2024
Q3 | $208K | Sell |
7,922
-72
| -0.9% | -$1.89K | 0.04% | 263 |
|
|
2024
Q2 | $203K | Buy |
7,994
+19
| +0.2% | +$483 | 0.05% | 246 |
|
|
2024
Q1 | $205K | Buy |
7,975
+21
| +0.3% | +$539 | 0.05% | 244 |
|
|
2023
Q4 | $201K | Buy |
+7,954
| New | +$201K | 0.05% | 233 |
|
|
2023
Q3 | – | Sell |
-8,910
| Closed | -$222K | – | 249 |
|
|
2023
Q2 | $222K | Sell |
8,910
-289
| -3% | -$7.21K | 0.06% | 217 |
|
|
2023
Q1 | $230K | Sell |
9,199
-2,743
| -23% | -$68.7K | 0.07% | 215 |
|
|
2022
Q4 | $292K | Sell |
11,942
-1,164
| -9% | -$28.5K | 0.09% | 185 |
|
|
2022
Q3 | $319K | Sell |
13,106
-78
| -0.6% | -$1.9K | 0.11% | 160 |
|
|
2022
Q2 | $339K | Sell |
13,184
-80
| -0.6% | -$2.06K | 0.11% | 156 |
|
|
2022
Q1 | $366K | Buy |
13,264
+22
| +0.2% | +$607 | 0.1% | 154 |
|
|
2021
Q4 | $398K | Buy |
13,242
+48
| +0.4% | +$1.44K | 0.11% | 142 |
|
|
2021
Q3 | $396K | Buy |
13,194
+32
| +0.2% | +$960 | 0.12% | 138 |
|
|
2021
Q2 | $400K | Sell |
13,162
-242
| -2% | -$7.36K | 0.11% | 163 |
|
|
2021
Q1 | $398K | Buy |
13,404
+12
| +0.1% | +$356 | 0.08% | 179 |
|
|
2020
Q4 | $395K | Buy |
+13,392
| New | +$395K | 0.09% | 175 |
|
|
2020
Q3 | – | Sell |
-13,412
| Closed | -$378K | – | 100 |
|
|
2020
Q2 | $378K | Buy |
13,412
+6
| +0% | +$169 | 0.09% | 175 |
|
|
2020
Q1 | $367K | Sell |
13,406
-644
| -5% | -$17.6K | 0.11% | 156 |
|
|
2019
Q4 | $414K | Buy |
14,050
+8
| +0.1% | +$236 | 0.1% | 155 |
|
|
2019
Q3 | $417K | Buy |
14,042
+1,448
| +11% | +$43K | 0.11% | 147 |
|
|
2019
Q2 | $368K | Buy |
12,594
+138
| +1% | +$4.03K | 0.11% | 165 |
|
|
2019
Q1 | $358K | Buy |
12,456
+1,556
| +14% | +$44.7K | 0.11% | 157 |
|
|
2018
Q4 | $306K | Buy |
10,900
+1,440
| +15% | +$40.4K | 0.12% | 149 |
|
|
2018
Q3 | $266K | Sell |
9,460
-682
| -7% | -$19.2K | 0.1% | 179 |
|
|
2018
Q2 | $286K | Sell |
10,142
-632
| -6% | -$17.8K | 0.11% | 166 |
|
|
2018
Q1 | $300K | Buy |
10,774
+1,424
| +15% | +$39.7K | 0.13% | 138 |
|
|
2017
Q4 | $260K | Buy |
+9,350
| New | +$260K | 0.11% | 161 |
|