Strategic Financial Planning’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 |
-5,555
| Closed | -$273K | – | 35 |
|
|
2023
Q3 | $273K | Sell |
5,555
-988
| -15% | -$48.5K | 0.25% | 28 |
|
|
2023
Q2 | $336K | Buy |
6,543
+413
| +7% | +$21.2K | 0.3% | 28 |
|
|
2023
Q1 | $317K | Buy |
6,130
+222
| +4% | +$11.5K | 0.29% | 28 |
|
|
2022
Q4 | $299K | Sell |
5,908
-176
| -3% | -$8.9K | 0.29% | 29 |
|
|
2022
Q3 | $304K | Sell |
6,084
-4,911
| -45% | -$245K | 0.32% | 30 |
|
|
2022
Q2 | $592K | Buy |
10,995
+3,685
| +50% | +$198K | 0.57% | 24 |
|
|
2022
Q1 | $420K | Sell |
7,310
-2,014
| -22% | -$116K | 0.35% | 28 |
|
|
2021
Q4 | $582K | Sell |
9,324
-1,473
| -14% | -$91.9K | 0.42% | 26 |
|
|
2021
Q3 | $675K | Buy |
10,797
+66
| +0.6% | +$4.13K | 0.49% | 24 |
|
|
2021
Q2 | $683K | Sell |
10,731
-611
| -5% | -$38.9K | 0.49% | 23 |
|
|
2021
Q1 | $705K | Buy |
11,342
+1,779
| +19% | +$111K | 0.53% | 23 |
|
|
2020
Q4 | $589K | Buy |
9,563
+1,806
| +23% | +$111K | 0.52% | 23 |
|
|
2020
Q3 | $464K | Buy |
7,757
+1,086
| +16% | +$65K | 0.48% | 23 |
|
|
2020
Q2 | $395K | Sell |
6,671
-633
| -9% | -$37.5K | 0.44% | 24 |
|
|
2020
Q1 | $382K | Buy |
7,304
+498
| +7% | +$26K | 0.51% | 22 |
|
|
2019
Q4 | $436K | Buy |
+6,806
| New | +$436K | 0.42% | 24 |
|