DWM
Dogwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
79,802
-4,018
| -5% | -$98.7K | 0.96% | 28 |
|
|
2025
Q1 | $2.11M | Sell |
83,820
-779
| -0.9% | -$19.6K | 1.11% | 24 |
|
|
2024
Q4 | $2.16M | Sell |
84,599
-3,153
| -4% | -$80.7K | 1.14% | 22 |
|
|
2024
Q3 | $2.31M | Buy |
87,752
+616
| +0.7% | +$16.2K | 1.33% | 22 |
|
|
2024
Q2 | $2.22M | Buy |
87,136
+1,128
| +1% | +$28.7K | 1.37% | 23 |
|
|
2024
Q1 | $2.21M | Buy |
86,008
+35,496
| +70% | +$912K | 1.49% | 20 |
|
|
2023
Q4 | $1.28M | Buy |
+50,512
| New | +$1.28M | 1% | 25 |
|