GAG
Goodman Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-24
| Closed | -$1.15K | – | 180 |
|
2023
Q4 | $1.15K | Hold |
24
| – | – | ﹤0.01% | 144 |
|
2023
Q3 | $1.11K | Hold |
24
| – | – | ﹤0.01% | 146 |
|
2023
Q2 | $1.13K | Sell |
24
-3,700
| -99% | -$174K | ﹤0.01% | 144 |
|
2023
Q1 | $177K | Sell |
3,724
-226
| -6% | -$10.7K | 0.1% | 50 |
|
2022
Q4 | $186K | Sell |
3,950
-18,829
| -83% | -$887K | 0.11% | 47 |
|
2022
Q3 | $1.05M | Buy |
22,779
+435
| +2% | +$20.1K | 0.57% | 24 |
|
2022
Q2 | $1.06M | Buy |
+22,344
| New | +$1.06M | 0.47% | 26 |
|
2022
Q1 | – | Sell |
-4,132
| Closed | -$203K | – | 68 |
|
2021
Q4 | $203K | Buy |
+4,132
| New | +$203K | 0.07% | 60 |
|