Kingsview Wealth Management’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
Q2 | – | Sell |
-13,296
| Closed | -$342K | – | 1073 |
|
2024
Q1 | $342K | Buy |
13,296
+15
| +0.1% | +$385 | 0.01% | 773 |
|
2023
Q4 | $336K | Sell |
13,281
-774
| -6% | -$19.6K | 0.01% | 730 |
|
2023
Q3 | $335K | Buy |
14,055
+10
| +0.1% | +$238 | 0.01% | 721 |
|
2023
Q2 | $351K | Buy |
14,045
+2,753
| +24% | +$68.9K | 0.01% | 694 |
|
2023
Q1 | $283K | Buy |
11,292
+480
| +4% | +$12K | 0.01% | 729 |
|
2022
Q4 | $265K | Hold |
10,812
| – | – | 0.01% | 706 |
|
2022
Q3 | $259K | Hold |
10,812
| – | – | 0.01% | 678 |
|
2022
Q2 | $278K | Hold |
10,812
| – | – | 0.01% | 681 |
|
2022
Q1 | $298K | Hold |
10,812
| – | – | 0.01% | 700 |
|
2021
Q4 | $325K | Buy |
+10,812
| New | +$325K | 0.01% | 685 |
|