Piershale Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-14,228
| Closed | -$433K | – | 34 |
|
|
2021
Q2 | $433K | Buy |
14,228
+552
| +4% | +$16.8K | 0.17% | 22 |
|
|
2021
Q1 | $406K | Buy |
+13,676
| New | +$406K | 0.18% | 22 |
|
|
2019
Q2 | – | Sell |
-8,794
| Closed | -$253K | – | 18 |
|
|
2019
Q1 | $253K | Buy |
8,794
+1,234
| +16% | +$35.5K | 0.15% | 14 |
|
|
2018
Q4 | $212K | Sell |
7,560
-43,622
| -85% | -$1.22M | 0.13% | 18 |
|
|
2018
Q3 | $1.44M | Buy |
+51,182
| New | +$1.44M | 0.7% | 10 |
|
|
2016
Q2 | – | Sell |
-1,019,906
| Closed | -$29.4M | – | 147 |
|
|
2016
Q1 | $29.4M | Buy |
1,019,906
+1,019,500
| +251,108% | +$29.4M | 17.35% | 2 |
|
|
2015
Q4 | $12K | Buy |
+406
| New | +$12K | 0.01% | 104 |
|
|
2015
Q3 | – | Sell |
-620,900
| Closed | -$17.2M | – | 148 |
|
|
2015
Q2 | $17.2M | Buy |
620,900
+49,874
| +9% | +$1.38M | 12.95% | 3 |
|
|
2015
Q1 | $16.4M | Buy |
+571,026
| New | +$16.4M | 13.03% | 3 |
|
|
2014
Q1 | – | Sell |
-234
| Closed | -$6K | – | 160 |
|
|
2013
Q4 | $6K | Sell |
234
-6,622
| -97% | -$170K | 0.01% | 81 |
|
|
2013
Q3 | $179K | Buy |
+6,856
| New | +$179K | 0.16% | 27 |
|