FMWA
Forvis Mazars Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,340
| Closed | -$215K | – | 293 |
|
|
2019
Q3 | $215K | Buy |
3,340
+35
| +1% | +$2.25K | 0.02% | 243 |
|
|
2019
Q2 | $211K | Buy |
3,305
+34
| +1% | +$2.17K | 0.02% | 247 |
|
|
2019
Q1 | $205K | Buy |
+3,271
| New | +$205K | 0.02% | 244 |
|
|
2018
Q4 | – | Sell |
-6,422
| Closed | -$200K | – | 235 |
|
|
2018
Q3 | $200K | Hold |
6,422
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $202K | Buy |
+6,422
| New | +$202K | 0.02% | 226 |
|
|
2018
Q1 | – | Sell |
-9,600
| Closed | -$300K | – | 247 |
|
|
2017
Q4 | $300K | Buy |
+9,600
| New | +$300K | 0.03% | 201 |
|