Moneta Group Investment Advisors’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,729
| Closed | -$179K | – | 579 |
|
|
2023
Q3 | $179K | Buy |
+10,729
| New | +$179K | ﹤0.01% | 497 |
|
|
2022
Q2 | – | Sell |
-49,284
| Closed | -$843K | – | 498 |
|
|
2022
Q1 | $843K | Buy |
49,284
+13,210
| +37% | +$226K | 0.03% | 224 |
|
|
2021
Q4 | $895K | Sell |
36,074
-13,759
| -28% | -$341K | 0.04% | 226 |
|
|
2021
Q3 | $897K | Sell |
49,833
-8,346
| -14% | -$150K | 0.04% | 206 |
|
|
2021
Q2 | $1.05M | Buy |
58,179
+331
| +0.6% | +$5.98K | 0.05% | 192 |
|
|
2021
Q1 | $1.04M | Buy |
+57,848
| New | +$1.04M | 0.06% | 172 |
|
|
2020
Q1 | – | Sell |
-10,284
| Closed | -$183K | – | 286 |
|
|
2019
Q4 | $183K | Buy |
10,284
+112
| +1% | +$1.99K | 0.02% | 242 |
|
|
2019
Q3 | $180K | Buy |
10,172
+56
| +0.6% | +$991 | 0.02% | 243 |
|
|
2019
Q2 | $179K | Buy |
+10,116
| New | +$179K | 0.02% | 219 |
|
|
2018
Q2 | – | Sell |
-441
| Closed | -$8K | – | 600 |
|
|
2018
Q1 | $8K | Buy |
441
+374
| +558% | +$6.79K | ﹤0.01% | 481 |
|
|
2017
Q4 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 431 |
|