WR Wealth Planners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.6K | Hold |
600
| – | – | ﹤0.01% | 548 |
|
|
2024
Q3 | $13.9K | Hold |
600
| – | – | ﹤0.01% | 576 |
|
|
2024
Q2 | $13.6K | Sell |
600
-302
| -33% | -$6.84K | ﹤0.01% | 524 |
|
|
2024
Q1 | $20.3K | Buy |
+902
| New | +$20.3K | 0.01% | 450 |
|
|
2023
Q4 | – | Sell |
-4,765
| Closed | -$97.4K | – | 895 |
|
|
2023
Q3 | $97.4K | Buy |
4,765
+61
| +1% | +$1.25K | 0.04% | 239 |
|
|
2023
Q2 | $102K | Buy |
4,704
+4,664
| +11,660% | +$102K | 0.04% | 238 |
|
|
2023
Q1 | $863 | Buy |
+40
| New | +$863 | ﹤0.01% | 841 |
|