PWM
PBMares Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,508
| Closed | -$228K | – | 173 |
|
|
2022
Q4 | $228K | Sell |
4,508
-8,802
| -66% | -$445K | 0.09% | 148 |
|
|
2022
Q3 | $665K | Sell |
13,310
-198
| -1% | -$9.89K | 0.29% | 65 |
|
|
2022
Q2 | $727K | Sell |
13,508
-191
| -1% | -$10.3K | 0.31% | 60 |
|
|
2022
Q1 | $786K | Buy |
13,699
+530
| +4% | +$30.4K | 0.48% | 51 |
|
|
2021
Q4 | $822K | Buy |
13,169
+1,095
| +9% | +$68.3K | 0.35% | 59 |
|
|
2021
Q3 | $754K | Buy |
12,074
+149
| +1% | +$9.31K | 0.36% | 63 |
|
|
2021
Q2 | $759K | Sell |
11,925
-500
| -4% | -$31.8K | 0.41% | 65 |
|
|
2021
Q1 | $772K | Buy |
12,425
+1,141
| +10% | +$70.9K | 0.63% | 56 |
|
|
2020
Q4 | $694K | Sell |
11,284
-6,478
| -36% | -$398K | 0.8% | 46 |
|
|
2020
Q3 | $1.06M | Sell |
17,762
-528
| -3% | -$31.6K | 1.56% | 16 |
|
|
2020
Q2 | $1.08M | Sell |
18,290
-797
| -4% | -$47.2K | 1.63% | 14 |
|
|
2020
Q1 | $997K | Sell |
19,087
-4,340
| -19% | -$227K | 1.57% | 17 |
|
|
2019
Q4 | $1.5M | Buy |
+23,427
| New | +$1.5M | 1.79% | 9 |
|