Heartwood Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $918K | Sell |
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|
2023
Q1 | $1.39M | Hold |
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|
2022
Q4 | $1.39M | Hold |
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|
2022
Q3 | $1.35M | Hold |
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|
2022
Q2 | $1.4M | Hold |
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|
2022
Q1 | $1.45M | Hold |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.6M | Hold |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $5.43M | Buy |
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|
2020
Q4 | $4.77M | Buy |
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|
2020
Q3 | $4.67M | Buy |
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|
2020
Q2 | $1.47M | Hold |
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|
2020
Q1 | $1.39M | Sell |
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|
2019
Q4 | $1.59M | Buy |
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