Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,992
| Closed | -$723K | – | 558 |
|
|
2024
Q2 | $723K | Sell |
13,992
-1,710
| -11% | -$88.4K | 0.03% | 384 |
|
|
2024
Q1 | $821K | Buy |
15,702
+436
| +3% | +$22.8K | 0.04% | 382 |
|
|
2023
Q4 | $788K | Sell |
15,266
-1,112
| -7% | -$57.4K | 0.04% | 369 |
|
|
2023
Q3 | $804K | Buy |
16,378
+1,906
| +13% | +$93.6K | 0.05% | 337 |
|
|
2023
Q2 | $743K | Buy |
14,472
+989
| +7% | +$50.8K | 0.04% | 403 |
|
|
2023
Q1 | $698K | Sell |
13,483
-1,667
| -11% | -$86.3K | 0.05% | 369 |
|
|
2022
Q4 | $766K | Sell |
15,150
-3,339
| -18% | -$169K | 0.05% | 358 |
|
|
2022
Q3 | $923K | Buy |
+18,489
| New | +$923K | 0.09% | 246 |
|
|
2021
Q2 | – | Sell |
-1,155
| Closed | -$72K | – | 1507 |
|
|
2021
Q1 | $72K | Buy |
1,155
+308
| +36% | +$19.2K | ﹤0.01% | 1506 |
|
|
2020
Q4 | $52K | Sell |
847
-1,595
| -65% | -$97.9K | ﹤0.01% | 1381 |
|
|
2020
Q3 | $146K | Sell |
2,442
-341
| -12% | -$20.4K | 0.01% | 839 |
|
|
2020
Q2 | $165K | Sell |
2,783
-29,604
| -91% | -$1.76M | 0.01% | 791 |
|
|
2020
Q1 | $1.69M | Buy |
32,387
+27,135
| +517% | +$1.42M | 0.13% | 178 |
|
|
2019
Q4 | $336K | Buy |
5,252
+2,483
| +90% | +$159K | 0.03% | 565 |
|
|
2019
Q3 | $178K | Buy |
+2,769
| New | +$178K | 0.01% | 677 |
|