Summit Wealth & Retirement Planning’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$1.48M Hold
2022
Q2
$1.53M Sell
2022
Q1
$1.59M Sell
2021
Q4
$1.75M Buy
2021
Q3
$1.73M Sell
2021
Q2
$1.98M Sell
2021
Q1
$2.01M Buy
2020
Q4
$1.4M Buy
2020
Q3
$1.3M Buy
2020
Q2
$1.26M Sell
2020
Q1
$1.26M Buy
2019
Q4
$1.36M Buy
2019
Q3
$1.25M Buy
2019
Q2
$1.1M Sell
2019
Q1
$1.47M Buy
2018
Q4
$1.39M Buy