Summit Wealth & Retirement 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
Q2 | – | Sell |
-3,958
| Closed | -$205K | – | 75 |
|
|
2023
Q1 | $205K | Sell |
3,958
-4,975
| -56% | -$257K | 0.08% | 102 |
|
|
2022
Q4 | $452K | Sell |
8,933
-2,167
| -20% | -$110K | 0.18% | 65 |
|
|
2022
Q3 | $554K | Hold |
11,100
| – | – | 0.22% | 57 |
|
|
2022
Q2 | $598K | Buy |
11,100
+175
| +2% | +$9.43K | 0.23% | 56 |
|
|
2022
Q1 | $627K | Sell |
10,925
-350
| -3% | -$20.1K | 0.22% | 59 |
|
|
2021
Q4 | $704K | Hold |
11,275
| – | – | 0.24% | 52 |
|
|
2021
Q3 | $704K | Hold |
11,275
| – | – | 0.26% | 52 |
|
|
2021
Q2 | $717K | Hold |
11,275
| – | – | 0.27% | 54 |
|
|
2021
Q1 | $701K | Hold |
11,275
| – | – | 0.26% | 61 |
|
|
2020
Q4 | $694K | Sell |
11,275
-1,250
| -10% | -$76.9K | 0.26% | 66 |
|
|
2020
Q3 | $749K | Hold |
12,525
| – | – | 0.32% | 55 |
|
|
2020
Q2 | $742K | Sell |
12,525
-1,275
| -9% | -$75.5K | 0.35% | 55 |
|
|
2020
Q1 | $721K | Sell |
13,800
-1,300
| -9% | -$67.9K | 0.39% | 56 |
|
|
2019
Q4 | $967K | Hold |
15,100
| – | – | 0.43% | 46 |
|
|
2019
Q3 | $973K | Hold |
15,100
| – | – | 0.59% | 38 |
|
|
2019
Q2 | $963K | Buy |
15,100
+500
| +3% | +$31.9K | 0.56% | 42 |
|
|
2019
Q1 | $916K | Hold |
14,600
| – | – | 0.54% | 43 |
|
|
2018
Q4 | $891K | Buy |
+14,600
| New | +$891K | 0.68% | 36 |
|