HWM
Hohimer Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,196
| Closed | -$1.12M | – | 196 |
|
|
2022
Q3 | $1.12M | Sell |
24,196
-3,691
| -13% | -$170K | 0.36% | 83 |
|
|
2022
Q2 | $1.32M | Sell |
27,887
-34,379
| -55% | -$1.62M | 0.39% | 82 |
|
|
2022
Q1 | $2.95M | Buy |
62,266
+34,349
| +123% | +$1.63M | 0.58% | 68 |
|
|
2021
Q4 | $1.37M | Buy |
+27,917
| New | +$1.37M | 0.29% | 106 |
|