GPWA
Great Point Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,344
| Closed | -$614K | – | 54 |
|
|
2020
Q4 | $614K | Hold |
12,344
| – | – | 0.26% | 31 |
|
|
2020
Q3 | $615K | Hold |
12,344
| – | – | 0.32% | 29 |
|
|
2020
Q2 | $615K | Hold |
12,344
| – | – | 0.32% | 29 |
|
|
2020
Q1 | $603K | Sell |
12,344
-1,567
| -11% | -$76.5K | 0.5% | 27 |
|
|
2019
Q4 | $683K | Hold |
13,911
| – | – | 0.42% | 25 |
|
|
2019
Q3 | $681K | Buy |
13,911
+886
| +7% | +$43.4K | 0.46% | 24 |
|
|
2019
Q2 | $637K | Buy |
13,025
+633
| +5% | +$31K | 0.51% | 24 |
|
|
2019
Q1 | $600K | Buy |
+12,392
| New | +$600K | 0.51% | 24 |
|