MLA
My Legacy Advisors’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
Q4 | – | Sell |
-6,737
| Closed | -$311K | – | 212 |
|
|
2023
Q3 | $311K | Sell |
6,737
-3,927
| -37% | -$181K | 0.13% | 171 |
|
|
2023
Q2 | $502K | Buy |
10,664
+5,623
| +112% | +$265K | 0.2% | 146 |
|
|
2023
Q1 | $240K | Buy |
5,041
+650
| +15% | +$30.9K | 0.1% | 194 |
|
|
2022
Q4 | $209K | Sell |
4,391
-2,336
| -35% | -$111K | 0.09% | 201 |
|
|
2022
Q3 | $311K | Buy |
+6,727
| New | +$311K | 0.16% | 176 |
|