Mattern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,698
| Closed | -$543K | – | 164 |
|
|
2021
Q4 | $543K | Hold |
8,698
| – | – | 0.16% | 106 |
|
|
2021
Q3 | $543K | Hold |
8,698
| – | – | 0.18% | 104 |
|
|
2021
Q2 | $556K | Buy |
8,698
+1,750
| +25% | +$112K | 0.18% | 107 |
|
|
2021
Q1 | $432K | Buy |
+6,948
| New | +$432K | 0.15% | 116 |
|
|
2020
Q1 | – | Sell |
-6,061
| Closed | -$388K | – | 123 |
|
|
2019
Q4 | $388K | Buy |
+6,061
| New | +$388K | 0.23% | 102 |
|