Summit Wealth & Retirement Planning’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-67,921
| Closed | -$1.48M | – | 122 |
|
|
2022
Q3 | $1.48M | Hold |
67,921
| – | – | 0.59% | 30 |
|
|
2022
Q2 | $1.53M | Sell |
67,921
-510
| -0.7% | -$11.5K | 0.59% | 33 |
|
|
2022
Q1 | $1.59M | Sell |
68,431
-1,151
| -2% | -$26.8K | 0.56% | 33 |
|
|
2021
Q4 | $1.75M | Buy |
69,582
+774
| +1% | +$19.5K | 0.6% | 30 |
|
|
2021
Q3 | $1.73M | Sell |
68,808
-9,055
| -12% | -$227K | 0.63% | 32 |
|
|
2021
Q2 | $1.98M | Sell |
77,863
-2,402
| -3% | -$61.1K | 0.73% | 29 |
|
|
2021
Q1 | $2.01M | Buy |
80,265
+23,655
| +42% | +$592K | 0.75% | 29 |
|
|
2020
Q4 | $1.4M | Buy |
56,610
+3,128
| +6% | +$77.6K | 0.53% | 37 |
|
|
2020
Q3 | $1.3M | Buy |
53,482
+390
| +0.7% | +$9.51K | 0.56% | 37 |
|
|
2020
Q2 | $1.27M | Sell |
53,092
-2,707
| -5% | -$64.5K | 0.59% | 40 |
|
|
2020
Q1 | $1.26M | Buy |
55,799
+1,910
| +4% | +$43K | 0.67% | 39 |
|
|
2019
Q4 | $1.36M | Buy |
53,889
+4,205
| +8% | +$106K | 0.6% | 37 |
|
|
2019
Q3 | $1.25M | Buy |
49,684
+5,646
| +13% | +$142K | 0.76% | 33 |
|
|
2019
Q2 | $1.1M | Sell |
44,038
-15,487
| -26% | -$388K | 0.65% | 37 |
|
|
2019
Q1 | $1.47M | Buy |
59,525
+2,000
| +3% | +$49.4K | 0.87% | 27 |
|
|
2018
Q4 | $1.39M | Buy |
+57,525
| New | +$1.39M | 1.06% | 24 |
|