CWM
CMH 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
Q2 | – | Sell |
-10,400
| Closed | -$515K | – | 46 |
|
|
2021
Q1 | $515K | Hold |
10,400
| – | – | 0.19% | 43 |
|
|
2020
Q4 | $518K | Hold |
10,400
| – | – | 0.19% | 48 |
|
|
2020
Q3 | $519K | Hold |
10,400
| – | – | 0.22% | 46 |
|
|
2020
Q2 | $519K | Hold |
10,400
| – | – | 0.25% | 47 |
|
|
2020
Q1 | $509K | Sell |
10,400
-30,000
| -74% | -$1.47M | 0.3% | 47 |
|
|
2019
Q4 | $1.98M | Hold |
40,400
| – | – | 1.02% | 44 |
|
|
2019
Q3 | $1.98M | Hold |
40,400
| – | – | 1.12% | 42 |
|
|
2019
Q2 | $1.98M | Hold |
40,400
| – | – | 1.16% | 40 |
|
|
2019
Q1 | $1.96M | Hold |
40,400
| – | – | 1.19% | 40 |
|
|
2018
Q4 | $1.94M | Hold |
40,400
| – | – | 1.17% | 35 |
|
|
2018
Q3 | $1.93M | Hold |
40,400
| – | – | 1.01% | 39 |
|
|
2018
Q2 | $1.94M | Buy |
40,400
+30,000
| +288% | +$1.44M | 1.11% | 36 |
|
|
2018
Q1 | $497K | Sell |
10,400
-41,300
| -80% | -$1.97M | 0.34% | 50 |
|
|
2017
Q4 | $2.48M | Buy |
+51,700
| New | +$2.48M | 1.64% | 17 |
|
|
2017
Q3 | – | Sell |
-120,689
| Closed | -$5.85M | – | 51 |
|
|
2017
Q2 | $5.85M | Sell |
120,689
-445
| -0.4% | -$21.6K | 4.66% | 4 |
|
|
2017
Q1 | $5.88M | Sell |
121,134
-27,359
| -18% | -$1.33M | 4.61% | 3 |
|
|
2016
Q4 | $7.16M | Buy |
+148,493
| New | +$7.16M | 6.27% | 2 |
|