HWM
Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,550
| Closed | -$214K | – | 117 |
|
|
2022
Q4 | $214K | Sell |
4,550
-2,769
| -38% | -$130K | 0.18% | 106 |
|
|
2022
Q3 | $337K | Buy |
+7,319
| New | +$337K | 0.24% | 79 |
|
|
2022
Q2 | – | Sell |
-14,340
| Closed | -$678K | – | 114 |
|
|
2022
Q1 | $678K | Sell |
14,340
-60
| -0.4% | -$2.84K | 0.37% | 60 |
|
|
2021
Q4 | $708K | Sell |
14,400
-2,090
| -13% | -$103K | 0.37% | 62 |
|
|
2021
Q3 | $814K | Sell |
16,490
-993
| -6% | -$49K | 0.46% | 59 |
|
|
2021
Q2 | $866K | Buy |
17,483
+727
| +4% | +$36K | 0.48% | 57 |
|
|
2021
Q1 | $830K | Buy |
16,756
+507
| +3% | +$25.1K | 0.49% | 58 |
|
|
2020
Q4 | $809K | Buy |
16,249
+1,616
| +11% | +$80.5K | 0.5% | 52 |
|
|
2020
Q3 | $729K | Buy |
14,633
+2,185
| +18% | +$109K | 0.52% | 48 |
|
|
2020
Q2 | $620K | Buy |
12,448
+1,988
| +19% | +$99K | 0.51% | 52 |
|
|
2020
Q1 | $511K | Buy |
10,460
+6,660
| +175% | +$325K | 0.54% | 46 |
|
|
2019
Q4 | $186K | Buy |
+3,800
| New | +$186K | 0.16% | 102 |
|