Keystone Financial Group (Kentucky)’s VanEck CEF Muni Income ETF XMPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
218,385
+22,654
| +12% | +$473K | 0.41% | 54 |
|
|
2025
Q1 | $4.16M | Buy |
195,731
+6,832
| +4% | +$145K | 0.42% | 53 |
|
|
2024
Q4 | $4.12M | Buy |
188,899
+159,641
| +546% | +$3.48M | 0.4% | 55 |
|
|
2024
Q3 | $678K | Buy |
+29,258
| New | +$678K | 0.09% | 156 |
|
|
2023
Q4 | – | Sell |
-50,762
| Closed | -$959K | – | 319 |
|
|
2023
Q3 | $959K | Hold |
50,762
| – | – | 0.16% | 103 |
|
|
2023
Q2 | $1.07M | Buy |
+50,762
| New | +$1.07M | 0.18% | 94 |
|
|
2022
Q4 | $1.05M | Hold |
48,744
| – | – | 0.21% | 90 |
|
|
2022
Q3 | $1.01M | Buy |
48,744
+20,837
| +75% | +$430K | 0.2% | 93 |
|
|
2022
Q2 | $642K | Buy |
27,907
+10,697
| +62% | +$246K | 0.13% | 130 |
|
|
2022
Q1 | $436K | Buy |
17,210
+8,972
| +109% | +$227K | 0.07% | 171 |
|
|
2021
Q4 | $244K | Buy |
+8,238
| New | +$244K | 0.04% | 265 |
|