Pacific Capital 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
Q1 | – | Sell |
-3,684
| Closed | -$93.2K | – | 523 |
|
|
2023
Q4 | $93.2K | Buy |
+3,684
| New | +$93.2K | 0.02% | 101 |
|
|
2023
Q2 | – | Sell |
-10,953
| Closed | -$274K | – | 71 |
|
|
2023
Q1 | $274K | Buy |
10,953
+47
| +0.4% | +$1.18K | 0.07% | 71 |
|
|
2022
Q4 | $267K | Sell |
10,906
-13,266
| -55% | -$325K | 0.07% | 75 |
|
|
2022
Q3 | $579K | Buy |
24,172
+62
| +0.3% | +$1.49K | 0.16% | 57 |
|
|
2022
Q2 | $619K | Sell |
24,110
-37,440
| -61% | -$961K | 0.17% | 58 |
|
|
2022
Q1 | $1.7M | Buy |
61,550
+36
| +0.1% | +$993 | 0.49% | 43 |
|
|
2021
Q4 | $1.85M | Buy |
61,514
+72
| +0.1% | +$2.16K | 0.53% | 43 |
|
|
2021
Q3 | $1.84M | Buy |
61,442
+50
| +0.1% | +$1.5K | 0.59% | 42 |
|
|
2021
Q2 | $1.87M | Buy |
61,392
+56
| +0.1% | +$1.7K | 0.94% | 33 |
|
|
2021
Q1 | $1.82M | Buy |
61,336
+40
| +0.1% | +$1.19K | 1.01% | 31 |
|
|
2020
Q4 | $1.81M | Buy |
61,296
+44,382
| +262% | +$1.31M | 1.03% | 28 |
|
|
2020
Q3 | $481K | Buy |
16,914
+5,318
| +46% | +$151K | 0.29% | 49 |
|
|
2020
Q2 | $327K | Sell |
11,596
-9,620
| -45% | -$271K | 0.22% | 49 |
|
|
2020
Q1 | $580K | Buy |
21,216
+16
| +0.1% | +$437 | 0.44% | 40 |
|
|
2019
Q4 | $625K | Buy |
+21,200
| New | +$625K | 0.42% | 41 |
|