LWS Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.03M | Buy |
63,395
+31,072
| +96% | +$1.49M | 1.14% | 24 |
|
|
2023
Q3 | $1.49M | Buy |
32,323
+3,964
| +14% | +$183K | 0.65% | 29 |
|
|
2023
Q2 | $1.33M | Buy |
28,359
+5,005
| +21% | +$235K | 0.56% | 31 |
|
|
2023
Q1 | $1.11M | Buy |
23,354
+16,790
| +256% | +$799K | 0.46% | 31 |
|
|
2022
Q4 | $308K | Sell |
6,564
-3,163
| -33% | -$149K | 0.13% | 48 |
|
|
2022
Q3 | $448K | Buy |
9,727
+1,908
| +24% | +$87.9K | 0.17% | 45 |
|
|
2022
Q2 | $370K | Buy |
+7,819
| New | +$370K | 0.17% | 50 |
|
|
2020
Q1 | – | Sell |
-2,936
| Closed | -$144K | – | 75 |
|
|
2019
Q4 | $144K | Buy |
+2,936
| New | +$144K | 0.07% | 60 |
|