Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-5,693
| Closed | -$144K | – | 277 |
|
2023
Q4 | $144K | Hold |
5,693
| – | – | 0.04% | 139 |
|
2023
Q3 | $136K | Hold |
5,693
| – | – | 0.04% | 143 |
|
2023
Q2 | $142K | Buy |
+5,693
| New | +$142K | 0.04% | 144 |
|
2022
Q3 | – | Sell |
-5,324
| Closed | -$137K | – | 284 |
|
2022
Q2 | $137K | Buy |
5,324
+166
| +3% | +$4.27K | 0.05% | 143 |
|
2022
Q1 | $142K | Buy |
5,158
+116
| +2% | +$3.19K | 0.04% | 148 |
|
2021
Q4 | $151K | Hold |
5,042
| – | – | 0.05% | 150 |
|
2021
Q3 | $151K | Buy |
5,042
+232
| +5% | +$6.95K | 0.05% | 152 |
|
2021
Q2 | $146K | Hold |
4,810
| – | – | 0.05% | 149 |
|
2021
Q1 | $143K | Buy |
4,810
+2,214
| +85% | +$65.8K | 0.05% | 133 |
|
2020
Q4 | $77K | Hold |
2,596
| – | – | 0.03% | 166 |
|
2020
Q3 | $74K | Buy |
2,596
+2,570
| +9,885% | +$73.3K | 0.03% | 151 |
|
2020
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 558 |
|
2020
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 546 |
|
2019
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 556 |
|
2019
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 576 |
|
2019
Q2 | $1K | Sell |
26
-50
| -66% | -$1.92K | ﹤0.01% | 637 |
|
2019
Q1 | $2K | Sell |
76
-164
| -68% | -$4.32K | ﹤0.01% | 554 |
|
2018
Q4 | $7K | Buy |
+240
| New | +$7K | ﹤0.01% | 440 |
|