Stokes Family Office’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 |
-5,027
| Closed | -$247K | – | 269 |
|
2023
Q3 | $247K | Sell |
5,027
-385
| -7% | -$18.9K | 0.03% | 271 |
|
2023
Q2 | $278K | Sell |
5,412
-6,641
| -55% | -$341K | 0.03% | 252 |
|
2023
Q1 | $624K | Sell |
12,053
-10,367
| -46% | -$536K | 0.08% | 152 |
|
2022
Q4 | $1.13M | Sell |
22,420
-6,968
| -24% | -$352K | 0.15% | 104 |
|
2022
Q3 | $1.47M | Sell |
29,388
-17,213
| -37% | -$859K | 0.21% | 85 |
|
2022
Q2 | $2.51M | Buy |
+46,601
| New | +$2.51M | 0.34% | 66 |
|