Patriot Financial Group Insurance Agency’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-765
| Closed | -$17K | – | 1691 |
|
|
2022
Q2 | $17K | Sell |
765
-1,943
| -72% | -$43.2K | ﹤0.01% | 1074 |
|
|
2022
Q1 | $63K | Hold |
2,708
| – | – | 0.01% | 716 |
|
|
2021
Q4 | $68K | Sell |
2,708
-605
| -18% | -$15.2K | 0.01% | 763 |
|
|
2021
Q3 | $83K | Hold |
3,313
| – | – | 0.01% | 709 |
|
|
2021
Q2 | $84K | Hold |
3,313
| – | – | 0.02% | 686 |
|
|
2021
Q1 | $83K | Buy |
3,313
+211
| +7% | +$5.29K | 0.02% | 617 |
|
|
2020
Q4 | $77K | Sell |
3,102
-983
| -24% | -$24.4K | 0.02% | 566 |
|
|
2020
Q3 | $80K | Buy |
4,085
+1,306
| +47% | +$25.6K | 0.03% | 441 |
|
|
2020
Q2 | $66K | Sell |
2,779
-224
| -7% | -$5.32K | 0.03% | 448 |
|
|
2020
Q1 | $68K | Buy |
3,003
+428
| +17% | +$9.69K | 0.03% | 393 |
|
|
2019
Q4 | $65K | Buy |
2,575
+177
| +7% | +$4.47K | 0.02% | 425 |
|
|
2019
Q3 | $60K | Hold |
2,398
| – | – | 0.03% | 415 |
|
|
2019
Q2 | $60K | Buy |
2,398
+185
| +8% | +$4.63K | 0.03% | 406 |
|
|
2019
Q1 | $55K | Buy |
+2,213
| New | +$55K | 0.03% | 368 |
|