Samalin Investment Counsel’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
2023
Q4
Sell
-4,825
Closed -$237K 275
2023
Q3
$237K Sell
4,825
-227
-4% -$11.1K 0.14% 214
2023
Q2
$259K Sell
5,052
-1,102
-18% -$56.6K 0.14% 209
2023
Q1
$318K Buy
6,154
+408
+7% +$21.1K 0.19% 156
2022
Q4
$290K Sell
5,746
-2,757
-32% -$139K 0.18% 159
2022
Q3
$425K Sell
8,503
-260
-3% -$13K 0.31% 97
2022
Q2
$472K Buy
8,763
+39
+0.4% +$2.1K 0.33% 92
2022
Q1
$501K Sell
8,724
-362
-4% -$20.8K 0.3% 95
2021
Q4
$567K Buy
9,086
+40
+0.4% +$2.5K 0.34% 88
2021
Q3
$565K Sell
9,046
-219
-2% -$13.7K 0.37% 79
2021
Q2
$589K Buy
9,265
+45
+0.5% +$2.86K 0.38% 83
2021
Q1
$573K Buy
9,220
+298
+3% +$18.5K 0.38% 81
2020
Q4
$549K Buy
8,922
+42
+0.5% +$2.58K 0.41% 73
2020
Q3
$531K Buy
8,880
+42
+0.5% +$2.51K 0.47% 55
2020
Q2
$523K Buy
8,838
+50
+0.6% +$2.96K 0.55% 48
2020
Q1
$459K Sell
8,788
-1,405
-14% -$73.4K 0.61% 48
2019
Q4
$652K Buy
+10,193
New +$652K 0.55% 43