Martel Wealth Advisors’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 |
-10,339
| Closed | -$270K | – | 72 |
|
|
2024
Q3 | $270K | Hold |
10,339
| – | – | 0.06% | 44 |
|
|
2024
Q2 | $263K | Hold |
10,339
| – | – | 0.06% | 41 |
|
|
2024
Q1 | $266K | Hold |
10,339
| – | – | 0.06% | 43 |
|
|
2023
Q4 | $262K | Sell |
10,339
-256
| -2% | -$6.48K | 0.06% | 46 |
|
|
2023
Q3 | $252K | Buy |
10,595
+825
| +8% | +$19.7K | 0.06% | 44 |
|
|
2023
Q2 | $244K | Sell |
9,770
-2,300
| -19% | -$57.5K | 0.06% | 49 |
|
|
2023
Q1 | $302K | Sell |
12,070
-268
| -2% | -$6.71K | 0.08% | 39 |
|
|
2022
Q4 | $302K | Sell |
12,338
-15,064
| -55% | -$369K | 0.08% | 39 |
|
|
2022
Q3 | $686K | Sell |
27,402
-2,322
| -8% | -$58.2K | 0.2% | 33 |
|
|
2022
Q2 | $752K | Buy |
29,724
+2,148
| +8% | +$54.3K | 0.21% | 31 |
|
|
2022
Q1 | $786K | Buy |
27,576
+8,644
| +46% | +$246K | 0.19% | 30 |
|
|
2021
Q4 | $558K | Buy |
18,932
+954
| +5% | +$28.1K | 0.13% | 33 |
|
|
2021
Q3 | $529K | Sell |
17,978
-110
| -0.6% | -$3.24K | 0.13% | 33 |
|
|
2021
Q2 | $531K | Sell |
18,088
-154
| -0.8% | -$4.52K | 0.13% | 34 |
|
|
2021
Q1 | $536K | Buy |
18,242
+530
| +3% | +$15.6K | 0.15% | 32 |
|
|
2020
Q4 | $520K | Sell |
17,712
-3,336
| -16% | -$97.9K | 0.15% | 34 |
|
|
2020
Q3 | $598K | Sell |
21,048
-86
| -0.4% | -$2.45K | 0.19% | 28 |
|
|
2020
Q2 | $596K | Buy |
21,134
+4,298
| +26% | +$121K | 0.21% | 27 |
|
|
2020
Q1 | $461K | Buy |
+16,836
| New | +$461K | 0.18% | 29 |
|
|
2019
Q1 | – | Sell |
-9,936
| Closed | -$279K | – | 38 |
|
|
2018
Q4 | $279K | Buy |
+9,936
| New | +$279K | 0.11% | 35 |
|