Heartwood Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-41,171
| Closed | -$918K | – | 144 |
|
|
2023
Q2 | $918K | Sell |
41,171
-21,043
| -34% | -$469K | 0.13% | 51 |
|
|
2023
Q1 | $1.39M | Hold |
62,214
| – | – | 0.21% | 39 |
|
|
2022
Q4 | $1.39M | Hold |
62,214
| – | – | 0.22% | 40 |
|
|
2022
Q3 | $1.35M | Hold |
62,214
| – | – | 0.23% | 36 |
|
|
2022
Q2 | $1.4M | Hold |
62,214
| – | – | 0.23% | 37 |
|
|
2022
Q1 | $1.45M | Hold |
62,214
| – | – | 0.22% | 38 |
|
|
2021
Q4 | $1.57M | Sell |
62,214
-1,570
| -2% | -$39.5K | 0.24% | 36 |
|
|
2021
Q3 | $1.6M | Hold |
63,784
| – | – | 0.25% | 37 |
|
|
2021
Q2 | $1.62M | Sell |
63,784
-153,137
| -71% | -$3.9M | 0.25% | 38 |
|
|
2021
Q1 | $5.43M | Buy |
216,921
+24,523
| +13% | +$614K | 0.87% | 27 |
|
|
2020
Q4 | $4.77M | Buy |
192,398
+767
| +0.4% | +$19K | 0.77% | 27 |
|
|
2020
Q3 | $4.67M | Buy |
191,631
+129,767
| +210% | +$3.16M | 0.89% | 24 |
|
|
2020
Q2 | $1.47M | Hold |
61,864
| – | – | 0.29% | 32 |
|
|
2020
Q1 | $1.39M | Sell |
61,864
-1,430
| -2% | -$32.2K | 0.33% | 32 |
|
|
2019
Q4 | $1.6M | Buy |
+63,294
| New | +$1.6M | 0.3% | 38 |
|