Heritage Wealth Management (Arizona)’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20.8K | Buy |
1,230
+615
| +100% | +$10.4K | ﹤0.01% | 655 |
|
|
2022
Q3 | $10K | Hold |
615
| – | – | ﹤0.01% | 658 |
|
|
2022
Q2 | $10.5K | Hold |
615
| – | – | ﹤0.01% | 659 |
|
|
2022
Q1 | $11K | Buy |
+615
| New | +$11K | ﹤0.01% | 698 |
|
|
2021
Q3 | $14K | Hold |
783
| – | – | 0.01% | 612 |
|
|
2021
Q2 | $14K | Sell |
783
-20
| -2% | -$358 | 0.01% | 615 |
|
|
2021
Q1 | $14K | Buy |
+803
| New | +$14K | 0.01% | 542 |
|