Carson Wealth (CWM LLC)’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.88M | Sell |
|
|||||
|
2025
Q2 | $3.86M | Sell |
|
|||||
|
2025
Q1 | $3.88M | Sell |
|
|||||
|
2024
Q4 | $3.99M | Sell |
|
|||||
|
2024
Q3 | $4.29M | Sell |
|
|||||
|
2024
Q2 | $4.36M | Sell |
|
|||||
|
2024
Q1 | $5.49M | Sell |
|
|||||
|
2023
Q4 | $5.55M | Sell |
|
|||||
|
2023
Q3 | $5.46M | Buy |
|
|||||
|
2023
Q2 | $5.16M | Buy |
|
|||||
|
2023
Q1 | $4.41M | Buy |
|
|||||
|
2022
Q4 | $4.35M | Buy |
|
|||||
|
2022
Q3 | $468K | Sell |
|
|||||
|
2022
Q2 | $736K | Buy |
|
|||||
|
2022
Q1 | $376K | Sell |
|
|||||
|
2021
Q4 | $390K | Buy |
|
|||||
|
2021
Q2 | $487K | Hold |
|
|||||
|
2021
Q1 | $487K | Hold |
|
|||||
|
2020
Q4 | $487K | Hold |
|
|||||
|
2020
Q3 | $487K | Hold |
|
|||||
|
2020
Q2 | $487K | Hold |
|
|||||
|
2020
Q1 | $487K | Hold |
|
|||||
|
2019
Q4 | $487K | Hold |
|
|||||
|
2019
Q3 | $487K | Hold |
|
|||||
|
2019
Q2 | $487K | Hold |
|
|||||
|
2019
Q1 | $487K | Buy |
|
|||||
|
2018
Q4 | $28K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $7K | Sell |
|
|||||
|
2017
Q3 | $30K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $24K | Sell |
|
|||||
|
2016
Q4 | $27K | Hold |
|
|||||
|
2016
Q3 | $27K | Hold |
|
|||||
|
2016
Q2 | $27K | Hold |
|
|||||
|
2016
Q1 | $27K | Sell |
|
|||||
|
2015
Q4 | $27K | Buy |
|