LWP
Lumature 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,216
| Closed | -$333K | – | 401 |
|
|
2022
Q3 | $333K | Sell |
7,216
-4,394
| -38% | -$203K | 0.18% | 95 |
|
|
2022
Q2 | $549K | Sell |
11,610
-4,652
| -29% | -$220K | 0.24% | 69 |
|
|
2022
Q1 | $770K | Sell |
16,262
-6,393
| -28% | -$303K | 0.31% | 70 |
|
|
2021
Q4 | $1.11M | Sell |
22,655
-9,679
| -30% | -$476K | 0.43% | 52 |
|
|
2021
Q3 | $1.6M | Sell |
32,334
-29,338
| -48% | -$1.45M | 0.65% | 28 |
|
|
2021
Q2 | $3.06M | Buy |
61,672
+2,571
| +4% | +$127K | 1.26% | 13 |
|
|
2021
Q1 | $2.93M | Buy |
59,101
+56,887
| +2,569% | +$2.82M | 1.54% | 12 |
|
|
2020
Q4 | $110K | Buy |
+2,214
| New | +$110K | 0.1% | 131 |
|