BWA
BDO Wealth Advisors’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
Q2 | $4.28M | Sell |
91,038
-311
| -0.3% | -$14.6K | 0.49% | 38 |
|
|
2023
Q1 | $4.34M | Sell |
91,349
-17,497
| -16% | -$832K | 0.53% | 33 |
|
|
2022
Q4 | $5.11M | Buy |
108,846
+8,108
| +8% | +$381K | 0.64% | 29 |
|
|
2022
Q3 | $4.64M | Sell |
100,738
-51,584
| -34% | -$2.38M | 0.62% | 29 |
|
|
2022
Q2 | $7.2M | Buy |
152,322
+36,956
| +32% | +$1.75M | 0.89% | 23 |
|
|
2022
Q1 | $5.46M | Sell |
115,366
-9,363
| -8% | -$443K | 0.58% | 32 |
|
|
2021
Q4 | $6.13M | Sell |
124,729
-13,642
| -10% | -$671K | 0.65% | 29 |
|
|
2021
Q3 | $6.84M | Buy |
138,371
+3,095
| +2% | +$153K | 0.75% | 28 |
|
|
2021
Q2 | $6.7M | Buy |
135,276
+356
| +0.3% | +$17.6K | 0.74% | 27 |
|
|
2021
Q1 | $6.69M | Buy |
134,920
+1,253
| +0.9% | +$62.1K | 0.79% | 28 |
|
|
2020
Q4 | $6.66M | Sell |
133,667
-435
| -0.3% | -$21.7K | 0.94% | 25 |
|
|
2020
Q3 | $6.69M | Buy |
134,102
+4,053
| +3% | +$202K | 1.09% | 20 |
|
|
2020
Q2 | $6.49M | Buy |
130,049
+11,518
| +10% | +$574K | 1.14% | 21 |
|
|
2020
Q1 | $5.8M | Sell |
118,531
-27,733
| -19% | -$1.36M | 1.17% | 20 |
|
|
2019
Q4 | $7.18M | Sell |
146,264
-882
| -0.6% | -$43.3K | 1.85% | 10 |
|
|
2019
Q3 | $7.21M | Sell |
147,146
-8,399
| -5% | -$411K | 1.85% | 10 |
|
|
2019
Q2 | $7.61M | Buy |
155,545
+9,175
| +6% | +$449K | 2.07% | 9 |
|
|
2019
Q1 | $7.1M | Sell |
146,370
-1,220
| -0.8% | -$59.1K | 2.06% | 9 |
|
|
2018
Q4 | $7.09M | Sell |
147,590
-20,482
| -12% | -$984K | 2.44% | 9 |
|
|
2018
Q3 | $8.02M | Buy |
168,072
+1,850
| +1% | +$88.2K | 2.59% | 9 |
|
|
2018
Q2 | $7.98M | Sell |
166,222
-50
| -0% | -$2.4K | 2.72% | 9 |
|
|
2018
Q1 | $7.95M | Buy |
166,272
+25,525
| +18% | +$1.22M | 2.98% | 9 |
|
|
2017
Q4 | $6.74M | Buy |
140,747
+14,850
| +12% | +$711K | 3.03% | 8 |
|
|
2017
Q3 | $6.12M | Sell |
125,897
-3,200
| -2% | -$156K | 3.03% | 8 |
|
|
2017
Q2 | $6.26M | Buy |
+129,097
| New | +$6.26M | 2.73% | 9 |
|