Personal Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-3,412
| Closed | -$213K | – | 79 |
|
2021
Q3 | $213K | Hold |
3,412
| – | – | 0.09% | 74 |
|
2021
Q2 | $217K | Hold |
3,412
| – | – | 0.09% | 76 |
|
2021
Q1 | $212K | Hold |
3,412
| – | – | 0.1% | 75 |
|
2020
Q4 | $210K | Hold |
3,412
| – | – | 0.1% | 68 |
|
2020
Q3 | $204K | Hold |
3,412
| – | – | 0.11% | 67 |
|
2020
Q2 | $202K | Buy |
+3,412
| New | +$202K | 0.11% | 60 |
|
2020
Q1 | – | Sell |
-11,555
| Closed | -$740K | – | 293 |
|
2019
Q4 | $740K | Hold |
11,555
| – | – | 0.32% | 33 |
|
2019
Q3 | $744K | Sell |
11,555
-619
| -5% | -$39.9K | 0.34% | 31 |
|
2019
Q2 | $776K | Sell |
12,174
-195
| -2% | -$12.4K | 0.37% | 25 |
|
2019
Q1 | $772K | Buy |
+12,369
| New | +$772K | 0.41% | 27 |
|