Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,342
| Closed | -$205K | – | 938 |
|
|
2024
Q2 | $205K | Sell |
4,342
-61
| -1% | -$2.88K | 0.01% | 791 |
|
|
2024
Q1 | $209K | Sell |
4,403
-4,726
| -52% | -$224K | 0.01% | 804 |
|
|
2023
Q4 | $436K | Sell |
9,129
-1,292
| -12% | -$61.7K | 0.01% | 551 |
|
|
2023
Q3 | $482K | Buy |
10,421
+272
| +3% | +$12.6K | 0.02% | 482 |
|
|
2023
Q2 | $478K | Sell |
10,149
-3,462
| -25% | -$163K | 0.03% | 358 |
|
|
2023
Q1 | $647K | Sell |
13,611
-389
| -3% | -$18.5K | 0.05% | 315 |
|
|
2022
Q4 | $658K | Sell |
14,000
-12,428
| -47% | -$584K | 0.05% | 301 |
|
|
2022
Q3 | $1.22M | Sell |
26,428
-7,530
| -22% | -$347K | 0.12% | 164 |
|
|
2022
Q2 | $1.61M | Sell |
33,958
-2,294
| -6% | -$108K | 0.15% | 133 |
|
|
2022
Q1 | $1.72M | Buy |
36,252
+1,896
| +6% | +$89.7K | 0.13% | 131 |
|
|
2021
Q4 | $1.69M | Buy |
+34,356
| New | +$1.69M | 0.12% | 134 |
|