Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,186
| Closed | -$82K | – | 1082 |
|
|
2022
Q2 | $82K | Sell |
3,186
-5,320
| -63% | -$137K | 0.02% | 595 |
|
|
2022
Q1 | $235K | Buy |
8,506
+2,096
| +33% | +$57.9K | 0.04% | 384 |
|
|
2021
Q4 | $193K | Sell |
6,410
-2,424
| -27% | -$73K | 0.03% | 453 |
|
|
2021
Q3 | $264K | Buy |
8,834
+620
| +8% | +$18.5K | 0.05% | 373 |
|
|
2021
Q2 | $250K | Buy |
8,214
+370
| +5% | +$11.3K | 0.05% | 379 |
|
|
2021
Q1 | $233K | Buy |
7,844
+14
| +0.2% | +$416 | 0.05% | 347 |
|
|
2020
Q4 | $231K | Buy |
7,830
+5,772
| +280% | +$170K | 0.06% | 313 |
|
|
2020
Q3 | $59K | Hold |
2,058
| – | – | 0.02% | 503 |
|
|
2020
Q2 | $58K | Buy |
2,058
+26
| +1% | +$733 | 0.02% | 479 |
|
|
2020
Q1 | $56K | Buy |
2,032
+1,054
| +108% | +$29K | 0.03% | 431 |
|
|
2019
Q4 | $29K | Sell |
978
-428
| -30% | -$12.7K | 0.01% | 598 |
|
|
2019
Q3 | $42K | Hold |
1,406
| – | – | 0.02% | 471 |
|
|
2019
Q2 | $41K | Hold |
1,406
| – | – | 0.02% | 468 |
|
|
2019
Q1 | $40K | Buy |
1,406
+280
| +25% | +$7.97K | 0.02% | 416 |
|
|
2018
Q4 | $32K | Buy |
1,126
+380
| +51% | +$10.8K | 0.02% | 391 |
|
|
2018
Q3 | $21K | Buy |
+746
| New | +$21K | 0.01% | 475 |
|
|
2018
Q2 | – | Sell |
-740
| Closed | -$21K | – | 727 |
|
|
2018
Q1 | $21K | Buy |
740
+148
| +25% | +$4.2K | 0.02% | 460 |
|
|
2017
Q4 | $16K | Buy |
592
+6
| +1% | +$162 | 0.01% | 496 |
|
|
2017
Q3 | $16K | Buy |
586
+4
| +0.7% | +$109 | 0.01% | 454 |
|
|
2017
Q2 | $17K | Buy |
+582
| New | +$17K | 0.02% | 417 |
|