LWS Wealth Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

LWS Wealth Advisors’s Portfolio SHM Stock Details SHM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.03M	Buy
2023 Q3	$1.49M	Buy
2023 Q2	$1.33M	Buy
2023 Q1	$1.11M	Buy
2022 Q4	$308K	Sell
2022 Q3	$448K	Buy
2022 Q2	$370K	Buy
2020 Q1	–	Sell
2019 Q4	$144K	Buy