WealthShield 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
Q4 | – | Sell |
-22,412
| Closed | -$1.1M | – | 488 |
|
|
2023
Q3 | $1.1M | Buy |
+22,412
| New | +$1.1M | 0.17% | 138 |
|
|
2022
Q3 | – | Sell |
-3,747
| Closed | -$202K | – | 300 |
|
|
2022
Q2 | $202K | Buy |
3,747
+19
| +0.5% | +$1.02K | 0.04% | 282 |
|
|
2022
Q1 | $214K | Sell |
3,728
-4,361
| -54% | -$250K | 0.03% | 309 |
|
|
2021
Q4 | $505K | Buy |
+8,089
| New | +$505K | 0.08% | 189 |
|
|
2019
Q3 | – | Sell |
-662
| Closed | -$42K | – | 266 |
|
|
2019
Q2 | $42K | Hold |
662
| – | – | 0.02% | 180 |
|
|
2019
Q1 | $42K | Hold |
662
| – | – | 0.02% | 197 |
|
|
2018
Q4 | $41K | Buy |
+662
| New | +$41K | 0.03% | 167 |
|
|
2018
Q3 | – | Sell |
-663
| Closed | -$42K | – | 266 |
|
|
2018
Q2 | $42K | Hold |
663
| – | – | 0.03% | 162 |
|
|
2018
Q1 | $41K | Buy |
+663
| New | +$41K | 0.03% | 156 |
|