Sargent Bickham Lagudis’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
2022
Q4
$4.65M Buy
189,740
+10,538
+6% +$258K 0.38% 58
2022
Q3
$4.29M Buy
179,202
+85,460
+91% +$2.05M 0.38% 57
2022
Q2
$2.41M Buy
+93,742
New +$2.41M 0.21% 103
2019
Q2
Sell
-1,790
Closed -$51K 778
2019
Q1
$51K Hold
1,790
0.01% 386
2018
Q4
$50K Hold
1,790
0.01% 359
2018
Q3
$50K Hold
1,790
0.01% 366
2018
Q2
$51K Sell
1,790
-358
-17% -$10.2K 0.01% 352
2018
Q1
$60K Sell
2,148
-222
-9% -$6.2K 0.01% 333
2017
Q4
$66K Sell
2,370
-692
-23% -$19.3K 0.01% 333
2017
Q3
$87K Sell
3,062
-3,694
-55% -$105K 0.01% 293
2017
Q2
$192K Sell
6,756
-758
-10% -$21.5K 0.02% 208
2017
Q1
$213K Hold
7,514
0.03% 201
2016
Q4
$210K Buy
+7,514
New +$210K 0.03% 196