FWA
FOCUS Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,398
| Closed | -$203K | – | 63 |
|
|
2023
Q3 | $203K | Sell |
9,398
-26,540
| -74% | -$574K | 0.14% | 61 |
|
|
2023
Q2 | $801K | Sell |
35,938
-5,790
| -14% | -$129K | 0.54% | 35 |
|
|
2023
Q1 | $930K | Hold |
41,728
| – | – | 0.61% | 35 |
|
|
2022
Q4 | $929K | Hold |
41,728
| – | – | 0.64% | 34 |
|
|
2022
Q3 | $908K | Hold |
41,728
| – | – | 0.64% | 34 |
|
|
2022
Q2 | $937K | Hold |
41,728
| – | – | 0.64% | 30 |
|
|
2022
Q1 | $971K | Hold |
41,728
| – | – | 0.58% | 30 |
|
|
2021
Q4 | $1.05M | Sell |
41,728
-4,123
| -9% | -$104K | 0.63% | 29 |
|
|
2021
Q3 | $1.15M | Hold |
45,851
| – | – | 0.78% | 29 |
|
|
2021
Q2 | $1.17M | Buy |
+45,851
| New | +$1.17M | 0.81% | 28 |
|