EWP
Engrave Wealth Partners’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,028
| Closed | -$230K | – | 73 |
|
|
2022
Q4 | $230K | Buy |
9,028
+1,301
| +17% | +$33.1K | 0.08% | 61 |
|
|
2022
Q3 | $370K | Sell |
7,727
-571
| -7% | -$27.3K | 0.17% | 38 |
|
|
2022
Q2 | $426K | Buy |
8,298
+26
| +0.3% | +$1.34K | 0.19% | 38 |
|
|
2022
Q1 | $456K | Sell |
8,272
-35,604
| -81% | -$1.96M | 0.17% | 32 |
|
|
2021
Q4 | $2.64M | Buy |
43,876
+2,678
| +7% | +$161K | 0.76% | 25 |
|
|
2021
Q3 | $2.47M | Buy |
41,198
+4,174
| +11% | +$250K | 0.73% | 28 |
|
|
2021
Q2 | $2.25M | Buy |
37,024
+1,477
| +4% | +$89.8K | 0.68% | 33 |
|
|
2021
Q1 | $2.11M | Buy |
+35,547
| New | +$2.11M | 0.85% | 31 |
|
|
2020
Q2 | – | Sell |
-112
| Closed | -$6K | – | 467 |
|
|
2020
Q1 | $6K | Buy |
+112
| New | +$6K | 0.01% | 257 |
|