GWP
Gateway Wealth Partners’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 |
-5,519
| Closed | -$255K | – | 268 |
|
|
2023
Q3 | $255K | Sell |
5,519
-2,656
| -32% | -$123K | 0.05% | 216 |
|
|
2023
Q2 | $385K | Sell |
8,175
-460
| -5% | -$21.6K | 0.07% | 152 |
|
|
2023
Q1 | $411K | Sell |
8,635
-1,856
| -18% | -$88.3K | 0.06% | 138 |
|
|
2022
Q4 | $493K | Buy |
+10,491
| New | +$493K | 0.08% | 109 |
|