MWC
MBM Wealth Consultants’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,092
| Closed | -$312K | – | 109 |
|
|
2023
Q4 | $312K | Buy |
14,092
+667
| +5% | +$14.8K | 0.12% | 74 |
|
|
2023
Q3 | $293K | Buy |
+13,425
| New | +$293K | 0.13% | 76 |
|
|
2023
Q2 | – | Sell |
-870
| Closed | -$65K | – | 244 |
|
|
2023
Q1 | $65K | Hold |
870
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $19K | Buy |
870
+176
| +25% | +$3.84K | 0.01% | 203 |
|
|
2022
Q3 | $15K | Sell |
694
-3,198
| -82% | -$69.1K | 0.01% | 196 |
|
|
2022
Q2 | $87K | Sell |
3,892
-178,158
| -98% | -$3.98M | 0.04% | 115 |
|
|
2022
Q1 | $4.23M | Buy |
182,050
+1,332
| +0.7% | +$31K | 1.76% | 16 |
|
|
2021
Q4 | $4.55M | Buy |
180,718
+35,266
| +24% | +$887K | 1.89% | 18 |
|
|
2021
Q3 | $3.65M | Buy |
145,452
+3,559
| +3% | +$89.3K | 1.67% | 19 |
|
|
2021
Q2 | $3.61M | Buy |
141,893
+6,515
| +5% | +$166K | 1.69% | 19 |
|
|
2021
Q1 | $3.39M | Buy |
135,378
+3,089
| +2% | +$77.3K | 1.72% | 18 |
|
|
2020
Q4 | $3.28M | Buy |
132,289
+16,735
| +14% | +$415K | 1.79% | 19 |
|
|
2020
Q3 | $2.82M | Buy |
115,554
+1,900
| +2% | +$46.3K | 1.8% | 15 |
|
|
2020
Q2 | $2.71M | Buy |
113,654
+5,393
| +5% | +$128K | 1.91% | 15 |
|
|
2020
Q1 | $2.44M | Buy |
108,261
+17,334
| +19% | +$390K | 2.02% | 16 |
|
|
2019
Q4 | $2.29M | Buy |
90,927
+5,130
| +6% | +$129K | 1.7% | 15 |
|
|
2019
Q3 | $2.16M | Buy |
85,797
+3,221
| +4% | +$81.1K | 1.7% | 15 |
|
|
2019
Q2 | $2.07M | Buy |
82,576
+3,349
| +4% | +$83.9K | 1.72% | 16 |
|
|
2019
Q1 | $1.96M | Buy |
79,227
+8,058
| +11% | +$199K | 1.72% | 16 |
|
|
2018
Q4 | $1.72M | Buy |
+71,169
| New | +$1.72M | 1.68% | 19 |
|