WealthPLAN Partners’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 |
-499
| Closed | -$25.8K | – | 1325 |
|
|
2023
Q1 | $25.8K | Buy |
+499
| New | +$25.8K | ﹤0.01% | 674 |
|
|
2022
Q1 | – | Sell |
-4,179
| Closed | -$253K | – | 392 |
|
|
2021
Q4 | $253K | Sell |
4,179
-20
| -0.5% | -$1.21K | 0.02% | 343 |
|
|
2021
Q3 | $262K | Sell |
4,199
-2
| -0% | -$125 | 0.02% | 327 |
|
|
2021
Q2 | $267K | Buy |
4,201
+426
| +11% | +$27.1K | 0.02% | 306 |
|
|
2021
Q1 | $236K | Sell |
3,775
-324
| -8% | -$20.3K | 0.02% | 295 |
|
|
2020
Q4 | $257K | Sell |
4,099
-1,732
| -30% | -$109K | 0.02% | 287 |
|
|
2020
Q3 | $350K | Sell |
5,831
-1,037
| -15% | -$62.2K | 0.03% | 232 |
|
|
2020
Q2 | $415K | Sell |
6,868
-352
| -5% | -$21.3K | 0.04% | 205 |
|
|
2020
Q1 | $402K | Sell |
7,220
-88
| -1% | -$4.9K | 0.05% | 175 |
|
|
2019
Q4 | $477K | Buy |
+7,308
| New | +$477K | 0.06% | 164 |
|