BWM
Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,334
| Closed | -$313K | – | 127 |
|
|
2021
Q3 | $313K | Sell |
6,334
-1,255
| -17% | -$62K | 0.29% | 77 |
|
|
2021
Q2 | $376K | Sell |
7,589
-1,181
| -13% | -$58.5K | 0.36% | 64 |
|
|
2021
Q1 | $435K | Buy |
8,770
+2,526
| +40% | +$125K | 0.46% | 56 |
|
|
2020
Q4 | $310K | Buy |
+6,244
| New | +$310K | 0.3% | 72 |
|