Summit Wealth & Retirement Planning’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-66,650
| Closed | -$1.6M | – | 115 |
|
|
2022
Q3 | $1.6M | Sell |
66,650
-1,550
| -2% | -$37.1K | 0.64% | 28 |
|
|
2022
Q2 | $1.75M | Sell |
68,200
-4,700
| -6% | -$121K | 0.67% | 31 |
|
|
2022
Q1 | $2.01M | Buy |
72,900
+478
| +0.7% | +$13.2K | 0.71% | 31 |
|
|
2021
Q4 | $2.18M | Sell |
72,422
-3,870
| -5% | -$116K | 0.74% | 28 |
|
|
2021
Q3 | $2.29M | Sell |
76,292
-7,366
| -9% | -$221K | 0.84% | 26 |
|
|
2021
Q2 | $2.54M | Sell |
83,658
-5,620
| -6% | -$171K | 0.94% | 25 |
|
|
2021
Q1 | $2.65M | Buy |
89,278
+9,710
| +12% | +$288K | 0.98% | 24 |
|
|
2020
Q4 | $2.35M | Buy |
79,568
+4,008
| +5% | +$118K | 0.89% | 26 |
|
|
2020
Q3 | $2.15M | Buy |
75,560
+1,162
| +2% | +$33K | 0.92% | 29 |
|
|
2020
Q2 | $2.1M | Sell |
74,398
-1,636
| -2% | -$46.1K | 0.98% | 27 |
|
|
2020
Q1 | $2.08M | Buy |
76,034
+4,952
| +7% | +$135K | 1.11% | 22 |
|
|
2019
Q4 | $2.1M | Buy |
71,082
+28,988
| +69% | +$855K | 0.93% | 26 |
|
|
2019
Q3 | $1.25M | Buy |
42,094
+702
| +2% | +$20.8K | 0.76% | 34 |
|
|
2019
Q2 | $1.21M | Sell |
41,392
-6,104
| -13% | -$178K | 0.71% | 33 |
|
|
2019
Q1 | $1.37M | Buy |
47,496
+5,296
| +13% | +$152K | 0.81% | 30 |
|
|
2018
Q4 | $1.18M | Buy |
+42,200
| New | +$1.18M | 0.9% | 28 |
|