MWAM
Manhattan West Asset 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
Q3 | – | Sell |
-46,191
| Closed | -$2.17M | – | 141 |
|
|
2023
Q2 | $2.17M | Sell |
46,191
-17,411
| -27% | -$819K | 0.81% | 37 |
|
|
2023
Q1 | $3.02M | Sell |
63,602
-6,247
| -9% | -$297K | 1.32% | 15 |
|
|
2022
Q4 | $3.28M | Sell |
69,849
-7,385
| -10% | -$347K | 1.67% | 10 |
|
|
2022
Q3 | $3.56M | Buy |
77,234
+4,441
| +6% | +$205K | 2.2% | 9 |
|
|
2022
Q2 | $3.44M | Buy |
+72,793
| New | +$3.44M | 2.08% | 9 |
|