AWE
Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,820
| Closed | -$367K | – | 499 |
|
|
2022
Q4 | $367K | Buy |
+7,820
| New | +$367K | 0.02% | 323 |
|
|
2022
Q3 | – | Sell |
-196,118
| Closed | -$9.27M | – | 460 |
|
|
2022
Q2 | $9.27M | Buy |
196,118
+159,975
| +443% | +$7.56M | 0.66% | 31 |
|
|
2022
Q1 | $1.71M | Sell |
36,143
-9,601
| -21% | -$455K | 0.1% | 125 |
|
|
2021
Q4 | $2.25M | Buy |
+45,744
| New | +$2.25M | 0.14% | 109 |
|