AEPWM
Atlantic Edge Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Sell |
15,271
-2,650
| -15% | -$127K | 0.2% | 84 |
|
|
2025
Q1 | $853K | Sell |
17,921
-125
| -0.7% | -$5.95K | 0.26% | 78 |
|
|
2024
Q4 | $855K | Sell |
18,046
-1,400
| -7% | -$66.3K | 0.26% | 76 |
|
|
2024
Q3 | $936K | Sell |
19,446
-700
| -3% | -$33.7K | 0.28% | 75 |
|
|
2024
Q2 | $951K | Hold |
20,146
| – | – | 0.32% | 71 |
|
|
2024
Q1 | $956K | Sell |
20,146
-4,825
| -19% | -$229K | 0.33% | 70 |
|
|
2023
Q4 | $1.19M | Buy |
+24,971
| New | +$1.19M | 0.49% | 54 |
|