AWA
Aaron Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-102,420
| Closed | -$4.93M | – | 475 |
|
|
2024
Q3 | $4.93M | Hold |
102,420
| – | – | 0.59% | 25 |
|
|
2024
Q2 | $4.83M | Hold |
102,420
| – | – | 0.67% | 23 |
|
|
2024
Q1 | $4.86M | Hold |
102,420
| – | – | 0.7% | 22 |
|
|
2023
Q4 | $4.89M | Hold |
102,420
| – | – | 0.81% | 20 |
|
|
2023
Q3 | $4.73M | Hold |
102,420
| – | – | 0.61% | 30 |
|
|
2023
Q2 | $4.82M | Hold |
102,420
| – | – | 0.63% | 33 |
|
|
2023
Q1 | $4.87M | Hold |
102,420
| – | – | 0.67% | 34 |
|
|
2022
Q4 | $4.81M | Hold |
102,420
| – | – | 0.7% | 30 |
|
|
2022
Q3 | $4.72M | Hold |
102,420
| – | – | 0.87% | 27 |
|
|
2022
Q2 | $4.84M | Sell |
102,420
-4,160,498
| -98% | -$197M | 1.22% | 19 |
|
|
2022
Q1 | $90.1M | Buy |
4,262,918
+4,188,968
| +5,665% | +$88.5M | 1.25% | 17 |
|
|
2021
Q4 | $3.64M | Buy |
73,950
+12,150
| +20% | +$597K | 1.02% | 25 |
|
|
2021
Q3 | $3.05M | Hold |
61,800
| – | – | 0.86% | 27 |
|
|
2021
Q2 | $3.06M | Hold |
61,800
| – | – | 1.01% | 23 |
|
|
2021
Q1 | $3.06M | Hold |
61,800
| – | – | 1.12% | 23 |
|
|
2020
Q4 | $3.08M | Buy |
+61,800
| New | +$3.08M | 1.13% | 26 |
|