LWP
Legacy Wealth Partners’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
Q2 | $2.01M | Sell |
40,489
-151
| -0.4% | -$7.49K | 1.12% | 17 |
|
|
2021
Q1 | $2.01M | Buy |
40,640
+7,764
| +24% | +$385K | 1.18% | 15 |
|
|
2020
Q4 | $1.64M | Buy |
32,876
+243
| +0.7% | +$12.1K | 1.03% | 19 |
|
|
2020
Q3 | $1.63M | Sell |
32,633
-167
| -0.5% | -$8.33K | 1.15% | 18 |
|
|
2020
Q2 | $1.64M | Sell |
32,800
-1,309
| -4% | -$65.3K | 1.24% | 20 |
|
|
2020
Q1 | $1.67M | Sell |
34,109
-3,769
| -10% | -$184K | 1.55% | 19 |
|
|
2019
Q4 | $1.87M | Buy |
+37,878
| New | +$1.87M | 1.36% | 20 |
|