AWM
Avior 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
Q1 | – | Sell |
-1,626
| Closed | -$77.1K | – | 2050 |
|
|
2024
Q4 | $77.1K | Buy |
1,626
+494
| +44% | +$23.4K | ﹤0.01% | 981 |
|
|
2024
Q3 | $54.5K | Buy |
+1,132
| New | +$54.5K | ﹤0.01% | 1087 |
|
|
2024
Q2 | – | Sell |
-1,909
| Closed | -$90.6K | – | 3489 |
|
|
2024
Q1 | $90.6K | Buy |
1,909
+1,719
| +905% | +$81.6K | ﹤0.01% | 1006 |
|
|
2023
Q4 | $9.08K | Buy |
190
+1
| +0.5% | +$48 | ﹤0.01% | 1009 |
|
|
2023
Q3 | $8.75K | Sell |
189
-5,799
| -97% | -$268K | ﹤0.01% | 1062 |
|
|
2023
Q2 | $282K | Sell |
5,988
-5,680
| -49% | -$267K | 0.02% | 458 |
|
|
2023
Q1 | $555K | Sell |
11,668
-39,577
| -77% | -$1.88M | 0.04% | 321 |
|
|
2022
Q4 | $2.41M | Sell |
51,245
-42,810
| -46% | -$2.01M | 0.18% | 108 |
|
|
2022
Q3 | $4.34M | Sell |
94,055
-13,386
| -12% | -$617K | 0.36% | 55 |
|
|
2022
Q2 | $5.08M | Sell |
107,441
-2,697
| -2% | -$127K | 0.51% | 42 |
|
|
2022
Q1 | $5.21M | Buy |
110,138
+1,675
| +2% | +$79.3K | 0.45% | 47 |
|
|
2021
Q4 | $5.33M | Buy |
108,463
+3,269
| +3% | +$161K | 0.44% | 49 |
|
|
2021
Q3 | $5.2M | Buy |
105,194
+3,546
| +3% | +$175K | 0.43% | 47 |
|
|
2021
Q2 | $5.04M | Buy |
101,648
+17,030
| +20% | +$844K | 0.51% | 41 |
|
|
2021
Q1 | $4.19M | Buy |
84,618
+18,632
| +28% | +$923K | 0.45% | 52 |
|
|
2020
Q4 | $3.29M | Buy |
65,986
+14,174
| +27% | +$706K | 0.41% | 55 |
|
|
2020
Q3 | $2.58M | Buy |
51,812
+7,695
| +17% | +$384K | 0.37% | 70 |
|
|
2020
Q2 | $2.2M | Sell |
44,117
-4,090
| -8% | -$204K | 0.34% | 69 |
|
|
2020
Q1 | $2.36M | Buy |
48,207
+3,311
| +7% | +$162K | 0.46% | 55 |
|
|
2019
Q4 | $2.2M | Buy |
44,896
+2,905
| +7% | +$143K | 0.35% | 70 |
|
|
2019
Q3 | $2.06M | Sell |
41,991
-1,445
| -3% | -$70.8K | 0.36% | 75 |
|
|
2019
Q2 | $2.13M | Sell |
43,436
-3,733
| -8% | -$183K | 0.38% | 71 |
|
|
2019
Q1 | $2.29M | Buy |
47,169
+1,258
| +3% | +$61K | 0.48% | 53 |
|
|
2018
Q4 | $2.21M | Sell |
45,911
-11,325
| -20% | -$544K | 0.53% | 48 |
|
|
2018
Q3 | $2.73M | Sell |
57,236
-1,281
| -2% | -$61.1K | 0.58% | 42 |
|
|
2018
Q2 | $2.81M | Buy |
58,517
+3,383
| +6% | +$162K | 0.63% | 39 |
|
|
2018
Q1 | $2.64M | Buy |
55,134
+50
| +0.1% | +$2.39K | 0.61% | 41 |
|
|
2017
Q4 | $2.64M | Buy |
55,084
+4,968
| +10% | +$238K | 0.59% | 44 |
|
|
2017
Q3 | $2.44M | Buy |
50,116
+5,349
| +12% | +$260K | 0.8% | 32 |
|
|
2017
Q2 | $2.17M | Buy |
44,767
+1,807
| +4% | +$87.6K | 0.89% | 26 |
|
|
2017
Q1 | $2.08M | Buy |
42,960
+16,106
| +60% | +$780K | 0.69% | 36 |
|
|
2016
Q4 | $1.29M | Buy |
26,854
+10,612
| +65% | +$509K | 0.48% | 73 |
|
|
2016
Q3 | $794K | Buy |
16,242
+14,844
| +1,062% | +$726K | 0.31% | 98 |
|
|
2016
Q2 | $69K | Buy |
1,398
+300
| +27% | +$14.8K | 0.03% | 181 |
|
|
2016
Q1 | $54K | Sell |
1,098
-1,098
| -50% | -$54K | 0.02% | 202 |
|
|
2015
Q4 | $53K | Hold |
2,196
| – | – | 0.03% | 174 |
|
|
2015
Q3 | $53K | Buy |
+2,196
| New | +$53K | 0.03% | 166 |
|