Integrated Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-4,175
| Closed | -$269K | – | 585 |
|
2016
Q3 | $269K | Sell |
4,175
-751
| -15% | -$48.4K | 0.1% | 173 |
|
2016
Q2 | $318K | Hold |
4,926
| – | – | 0.12% | 159 |
|
2016
Q1 | $309K | Sell |
4,926
-150
| -3% | -$9.41K | 0.13% | 138 |
|
2015
Q4 | $313K | Sell |
5,076
-71
| -1% | -$4.38K | 0.13% | 130 |
|
2015
Q3 | $315K | Sell |
5,147
-100
| -2% | -$6.12K | 0.14% | 132 |
|
2015
Q2 | $314K | Buy |
5,247
+1,812
| +53% | +$108K | 0.12% | 135 |
|
2015
Q1 | $215K | Buy |
+3,435
| New | +$215K | 0.09% | 172 |
|