HWA
HHM Wealth Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,900
| Closed | -$67K | – | 828 |
|
|
2022
Q2 | $67K | Hold |
2,900
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $73K | Hold |
2,900
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $86K | Hold |
2,900
| – | – | 0.02% | 235 |
|
|
2021
Q3 | $85K | Hold |
2,900
| – | – | 0.02% | 227 |
|
|
2021
Q2 | $87K | Hold |
2,900
| – | – | 0.02% | 223 |
|
|
2021
Q1 | $83K | Hold |
2,900
| – | – | 0.03% | 214 |
|
|
2020
Q4 | $83K | Hold |
2,900
| – | – | 0.03% | 196 |
|
|
2020
Q3 | $78K | Hold |
2,900
| – | – | 0.03% | 176 |
|
|
2020
Q2 | $76K | Hold |
2,900
| – | – | 0.03% | 182 |
|
|
2020
Q1 | $74K | Buy |
+2,900
| New | +$74K | 0.04% | 161 |
|