Pacific Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,162
| Closed | -$1.37M | – | 90 |
|
|
2022
Q4 | $1.37M | Sell |
27,162
-2,492
| -8% | -$126K | 0.36% | 41 |
|
|
2022
Q3 | $1.48M | Sell |
29,654
-1,312
| -4% | -$65.5K | 0.4% | 41 |
|
|
2022
Q2 | $1.67M | Sell |
30,966
-636
| -2% | -$34.3K | 0.46% | 44 |
|
|
2022
Q1 | $1.81M | Buy |
31,602
+11
| +0% | +$631 | 0.52% | 41 |
|
|
2021
Q4 | $1.97M | Sell |
31,591
-435
| -1% | -$27.2K | 0.57% | 42 |
|
|
2021
Q3 | $2M | Sell |
32,026
-2,573
| -7% | -$161K | 0.64% | 41 |
|
|
2021
Q2 | $2.2M | Buy |
34,599
+6
| +0% | +$382 | 1.11% | 26 |
|
|
2021
Q1 | $2.15M | Buy |
34,593
+1,223
| +4% | +$76K | 1.2% | 25 |
|
|
2020
Q4 | $2.05M | Sell |
33,370
-18,854
| -36% | -$1.16M | 1.17% | 25 |
|
|
2020
Q3 | $3.12M | Sell |
52,224
-40
| -0.1% | -$2.39K | 1.86% | 19 |
|
|
2020
Q2 | $3.1M | Buy |
52,264
+4,176
| +9% | +$248K | 2.1% | 16 |
|
|
2020
Q1 | $2.51M | Sell |
48,088
-398
| -0.8% | -$20.8K | 1.9% | 23 |
|
|
2019
Q4 | $3.11M | Buy |
+48,486
| New | +$3.11M | 2.07% | 20 |
|