AWE
Avidian Wealth Enterprises’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Sell |
299,341
-2,470
| -0.8% | -$61.2K | 0.3% | 55 |
|
|
2025
Q1 | $7.61M | Sell |
301,811
-179,117
| -37% | -$4.52M | 0.34% | 50 |
|
|
2024
Q4 | $12.3M | Buy |
480,928
+4,008
| +0.8% | +$103K | 0.55% | 35 |
|
|
2024
Q3 | $12.5M | Buy |
476,920
+18,154
| +4% | +$477K | 0.57% | 35 |
|
|
2024
Q2 | $11.7M | Buy |
458,766
+26,903
| +6% | +$684K | 0.48% | 35 |
|
|
2024
Q1 | $11.1M | Buy |
431,863
+202,746
| +88% | +$5.21M | 0.54% | 31 |
|
|
2023
Q4 | $5.8M | Sell |
229,117
-37,132
| -14% | -$939K | 0.36% | 55 |
|
|
2023
Q3 | $6.34M | Sell |
266,249
-19,845
| -7% | -$473K | 0.45% | 47 |
|
|
2023
Q2 | $7.16M | Sell |
286,094
-85,509
| -23% | -$2.14M | 0.47% | 47 |
|
|
2023
Q1 | $9.3M | Buy |
371,603
+261,678
| +238% | +$6.55M | 0.51% | 44 |
|
|
2022
Q4 | $5.38M | Sell |
109,925
-104,032
| -49% | -$5.09M | 0.35% | 63 |
|
|
2022
Q3 | $10.3M | Buy |
213,957
+72,903
| +52% | +$3.49M | 0.74% | 32 |
|
|
2022
Q2 | $7.25M | Sell |
141,054
-81,305
| -37% | -$4.18M | 0.51% | 44 |
|
|
2022
Q1 | $12.3M | Sell |
222,359
-5,659
| -2% | -$312K | 0.75% | 26 |
|
|
2021
Q4 | $13.7M | Sell |
228,018
-9,356
| -4% | -$562K | 0.85% | 24 |
|
|
2021
Q3 | $14.2M | Sell |
237,374
-60,486
| -20% | -$3.63M | 1.08% | 21 |
|
|
2021
Q2 | $18.1M | Sell |
297,860
-4,580
| -2% | -$279K | 1.39% | 16 |
|
|
2021
Q1 | $17.9M | Buy |
302,440
+111,824
| +59% | +$6.63M | 1.53% | 14 |
|
|
2020
Q4 | $11.2M | Buy |
190,616
+35,611
| +23% | +$2.1M | 1.07% | 23 |
|
|
2020
Q3 | $8.81M | Buy |
155,005
+43,270
| +39% | +$2.46M | 1% | 22 |
|
|
2020
Q2 | $6.3M | Buy |
111,735
+27,932
| +33% | +$1.57M | 0.85% | 25 |
|
|
2020
Q1 | $4.59M | Buy |
83,803
+10,896
| +15% | +$596K | 0.74% | 29 |
|
|
2019
Q4 | $4.3M | Buy |
72,907
+5,501
| +8% | +$325K | 0.61% | 29 |
|
|
2019
Q3 | $4M | Buy |
67,406
+52,225
| +344% | +$3.1M | 0.66% | 24 |
|
|
2019
Q2 | $887K | Buy |
15,181
+7,423
| +96% | +$434K | 0.21% | 42 |
|
|
2019
Q1 | $446K | Buy |
+7,758
| New | +$446K | 0.1% | 75 |
|
|
2018
Q2 | – | Sell |
-20,802
| Closed | -$1.16M | – | 108 |
|
|
2018
Q1 | $1.16M | Sell |
20,802
-8,084
| -28% | -$451K | 0.39% | 27 |
|
|
2017
Q4 | $1.61K | Buy |
+28,886
| New | +$1.61K | 0.43% | 20 |
|