High Net Worth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,194
| Closed | -$150K | – | 510 |
|
|
2022
Q4 | $150K | Hold |
3,194
| – | – | 0.06% | 207 |
|
|
2022
Q3 | $147K | Hold |
3,194
| – | – | 0.06% | 207 |
|
|
2022
Q2 | $151K | Hold |
3,194
| – | – | 0.06% | 206 |
|
|
2022
Q1 | $151K | Hold |
3,194
| – | – | 0.05% | 211 |
|
|
2021
Q4 | $157K | Buy |
+3,194
| New | +$157K | 0.05% | 209 |
|