Journey Strategic Wealth’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,064
| Closed | -$396K | – | 529 |
|
|
2024
Q3 | $396K | Sell |
15,064
-4,768
| -24% | -$125K | 0.01% | 261 |
|
|
2024
Q2 | $505K | Sell |
19,832
-5,743
| -22% | -$146K | 0.02% | 155 |
|
|
2024
Q1 | $657K | Sell |
25,575
-15,158
| -37% | -$389K | 0.03% | 105 |
|
|
2023
Q4 | $1.03M | Sell |
40,733
-6,154
| -13% | -$156K | 0.05% | 59 |
|
|
2023
Q3 | $1.12M | Buy |
+46,887
| New | +$1.12M | 0.05% | 53 |
|