CWM
Collaborative 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,605
| Closed | -$352K | – | 173 |
|
|
2023
Q3 | $352K | Sell |
7,605
-222
| -3% | -$10.3K | 0.21% | 107 |
|
|
2023
Q2 | $368K | Buy |
7,827
+88
| +1% | +$4.14K | 0.22% | 104 |
|
|
2023
Q1 | $368K | Sell |
7,739
-26
| -0.3% | -$1.24K | 0.23% | 105 |
|
|
2022
Q4 | $365K | Buy |
+7,765
| New | +$365K | 0.24% | 110 |
|
|
2022
Q3 | – | Sell |
-4,623
| Closed | -$218K | – | 186 |
|
|
2022
Q2 | $218K | Buy |
+4,623
| New | +$218K | 0.14% | 168 |
|
|
2021
Q4 | $212K | Buy |
+4,320
| New | +$212K | 0.12% | 190 |
|
|
2021
Q1 | $241K | Buy |
+5,082
| New | +$241K | 0.14% | 172 |
|