Leonard Rickey Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-4,557
| Closed | -$238K | – | 73 |
|
2020
Q1 | $238K | Sell |
4,557
-65
| -1% | -$3.4K | 0.18% | 50 |
|
2019
Q4 | $296K | Buy |
4,622
+300
| +7% | +$19.2K | 0.18% | 56 |
|
2019
Q3 | $278K | Buy |
4,322
+80
| +2% | +$5.15K | 0.18% | 53 |
|
2019
Q2 | $271K | Hold |
4,242
| – | – | 0.18% | 52 |
|
2019
Q1 | $266K | Sell |
4,242
-1,444
| -25% | -$90.5K | 0.19% | 56 |
|
2018
Q4 | $347K | Buy |
+5,686
| New | +$347K | 0.29% | 36 |
|