LWS
HYD icon

Lucia Wealth Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-46,137
Closed -$2.9M 183
2019
Q1
$2.9M Buy
46,137
+5,379
+13% +$338K 0.99% 25
2018
Q4
$2.49M Sell
40,758
-65,285
-62% -$3.99M 1.17% 25
2018
Q3
$3.3M Buy
+106,043
New +$3.3M 1.03% 24