Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,497
| Closed | -$80K | – | 675 |
|
|
2019
Q2 | $80K | Buy |
+4,497
| New | +$80K | 0.01% | 292 |
|
|
2019
Q1 | – | Sell |
-8,945
| Closed | -$155K | – | 657 |
|
|
2018
Q4 | $155K | Buy |
+8,945
| New | +$155K | 0.03% | 197 |
|
|
2018
Q1 | – | Sell |
-10,211
| Closed | -$176K | – | 179 |
|
|
2017
Q4 | $176K | Buy |
+10,211
| New | +$176K | 0.03% | 165 |
|