FAFN
First Affirmative Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $690K | Buy |
14,504
+559
| +4% | +$26.6K | 0.42% | 56 |
|
|
2024
Q4 | $661K | Sell |
13,945
-534
| -4% | -$25.3K | 0.38% | 63 |
|
|
2024
Q3 | $697K | Buy |
14,479
+493
| +4% | +$23.7K | 0.38% | 65 |
|
|
2024
Q2 | $660K | Buy |
13,986
+341
| +2% | +$16.1K | 0.46% | 45 |
|
|
2024
Q1 | $647K | Buy |
13,645
+161
| +1% | +$7.64K | 0.48% | 46 |
|
|
2023
Q4 | $644K | Buy |
13,484
+103
| +0.8% | +$4.92K | 0.51% | 37 |
|
|
2023
Q3 | $619K | Sell |
13,381
-488
| -4% | -$22.6K | 0.61% | 33 |
|
|
2023
Q2 | $653K | Sell |
13,869
-362
| -3% | -$17K | 0.65% | 32 |
|
|
2023
Q1 | $677K | Sell |
14,231
-794
| -5% | -$37.8K | 0.78% | 18 |
|
|
2022
Q4 | $706K | Sell |
15,025
-1,928
| -11% | -$90.6K | 0.85% | 12 |
|
|
2022
Q3 | $781K | Sell |
16,953
-4,364
| -20% | -$201K | 0.99% | 14 |
|
|
2022
Q2 | $1.01M | Sell |
21,317
-652
| -3% | -$30.8K | 1.14% | 12 |
|
|
2022
Q1 | $1.04M | Buy |
21,969
+568
| +3% | +$26.9K | 1% | 15 |
|
|
2021
Q4 | $1.05M | Sell |
21,401
-323
| -1% | -$15.9K | 0.96% | 15 |
|
|
2021
Q3 | $1.07M | Buy |
+21,724
| New | +$1.07M | 1.1% | 12 |
|