Sound Financial Strategies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-112,488
| Closed | -$2.81M | – | 78 |
|
|
2023
Q2 | $2.81M | Buy |
+112,488
| New | +$2.81M | 2.06% | 5 |
|
|
2021
Q4 | – | Sell |
-118,100
| Closed | -$3.54M | – | 85 |
|
|
2021
Q3 | $3.54M | Sell |
118,100
-74,312
| -39% | -$2.23M | 1.78% | 6 |
|
|
2021
Q2 | $5.85M | Sell |
192,412
-3,892
| -2% | -$118K | 2.92% | 5 |
|
|
2021
Q1 | $5.82M | Buy |
196,304
+46,366
| +31% | +$1.38M | 2.98% | 6 |
|
|
2020
Q4 | $4.42M | Buy |
+149,938
| New | +$4.42M | 2.42% | 6 |
|