QP Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.09M | Buy |
45,803
+2,085
| +5% | +$49.7K | 1.9% | 18 |
|
|
2023
Q2 | $1.09M | Buy |
43,718
+3,414
| +8% | +$85.4K | 1.73% | 22 |
|
|
2023
Q1 | $1.01M | Buy |
40,304
+31,238
| +345% | +$782K | 1.65% | 25 |
|
|
2022
Q4 | $222K | Sell |
9,066
-29,396
| -76% | -$720K | 0.35% | 61 |
|
|
2022
Q3 | $924K | Buy |
38,462
+3,762
| +11% | +$90.4K | 1.33% | 28 |
|
|
2022
Q2 | $891K | Sell |
34,700
-586
| -2% | -$15K | 1.22% | 29 |
|
|
2022
Q1 | $973K | Buy |
35,286
+422
| +1% | +$11.6K | 1.09% | 31 |
|
|
2021
Q4 | $1.05M | Buy |
34,864
+484
| +1% | +$14.5K | 1.11% | 31 |
|
|
2021
Q3 | $1.03M | Buy |
34,380
+2,700
| +9% | +$81K | 1.11% | 32 |
|
|
2021
Q2 | $963K | Buy |
31,680
+7,182
| +29% | +$218K | 0.99% | 34 |
|
|
2021
Q1 | $727K | Buy |
24,498
+9,700
| +66% | +$288K | 0.79% | 40 |
|
|
2020
Q4 | $436K | Sell |
14,798
-2,020
| -12% | -$59.5K | 0.48% | 39 |
|
|
2020
Q3 | $478K | Buy |
16,818
+2,020
| +14% | +$57.4K | 0.61% | 36 |
|
|
2020
Q2 | $417K | Buy |
14,798
+3,304
| +29% | +$93.1K | 0.58% | 37 |
|
|
2020
Q1 | $308K | Buy |
+11,494
| New | +$308K | 0.45% | 44 |
|