Summit Wealth & Retirement Planning’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-72,491
| Closed | -$1.34M | – | 76 |
|
|
2023
Q1 | $1.34M | Sell |
72,491
-31,903
| -31% | -$588K | 0.5% | 26 |
|
|
2022
Q4 | $1.9M | Buy |
104,394
+50,020
| +92% | +$911K | 0.77% | 24 |
|
|
2022
Q3 | $917K | Sell |
54,374
-400
| -0.7% | -$6.75K | 0.37% | 39 |
|
|
2022
Q2 | $974K | Sell |
54,774
-1,629
| -3% | -$29K | 0.37% | 39 |
|
|
2022
Q1 | $1.14M | Sell |
56,403
-2,235
| -4% | -$45.1K | 0.4% | 41 |
|
|
2021
Q4 | $1.31M | Sell |
58,638
-30,675
| -34% | -$687K | 0.45% | 34 |
|
|
2021
Q3 | $2.07M | Sell |
89,313
-6,586
| -7% | -$153K | 0.76% | 27 |
|
|
2021
Q2 | $2.29M | Sell |
95,899
-3,439
| -3% | -$82.1K | 0.85% | 27 |
|
|
2021
Q1 | $2.35M | Buy |
99,338
+8,658
| +10% | +$205K | 0.87% | 25 |
|
|
2020
Q4 | $2.17M | Sell |
90,680
-4,572
| -5% | -$109K | 0.82% | 27 |
|
|
2020
Q3 | $2.17M | Buy |
95,252
+882
| +0.9% | +$20.1K | 0.93% | 28 |
|
|
2020
Q2 | $2.1M | Sell |
94,370
-7,360
| -7% | -$164K | 0.99% | 26 |
|
|
2020
Q1 | $2.03M | Buy |
101,730
+2,995
| +3% | +$59.8K | 1.09% | 25 |
|
|
2019
Q4 | $2.34M | Sell |
98,735
-1,694
| -2% | -$40.2K | 1.04% | 20 |
|
|
2019
Q3 | $2.33M | Buy |
100,429
+14,000
| +16% | +$325K | 1.41% | 12 |
|
|
2019
Q2 | $2.06M | Buy |
86,429
+47,375
| +121% | +$1.13M | 1.21% | 17 |
|
|
2019
Q1 | $913K | Hold |
39,054
| – | – | 0.54% | 44 |
|
|
2018
Q4 | $874K | Buy |
+39,054
| New | +$874K | 0.66% | 37 |
|