CWM
Comprehensive Wealth Management’s SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33,953
| Closed | -$850K | – | 36 |
|
|
2023
Q1 | $850K | Buy |
33,953
+28,226
| +493% | +$707K | 0.7% | 16 |
|
|
2022
Q4 | $280K | Buy |
+5,727
| New | +$280K | 0.26% | 31 |
|
|
2022
Q3 | – | Sell |
-3,903
| Closed | -$201K | – | 32 |
|
|
2022
Q2 | $201K | Buy |
3,903
+101
| +3% | +$5.19K | 0.17% | 30 |
|
|
2022
Q1 | $210K | Buy |
+3,802
| New | +$210K | 0.21% | 31 |
|