Stone Summit Wealth’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,387
| Closed | -$527K | – | 142 |
|
|
2023
Q3 | $527K | Sell |
24,387
-1,251
| -5% | -$27K | 0.23% | 95 |
|
|
2023
Q2 | $572K | Buy |
25,638
+4,475
| +21% | +$99.8K | 0.24% | 87 |
|
|
2023
Q1 | $472K | Buy |
21,163
+1,750
| +9% | +$39K | 0.21% | 90 |
|
|
2022
Q4 | $432K | Buy |
19,413
+6,270
| +48% | +$140K | 0.21% | 92 |
|
|
2022
Q3 | $286K | Sell |
13,143
-1,697
| -11% | -$36.9K | 0.18% | 108 |
|
|
2022
Q2 | $334K | Buy |
+14,840
| New | +$334K | 0.2% | 102 |
|