OWA
Opal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Hold |
28,953
| – | – | 0.38% | 31 |
|
|
2025
Q1 | $1.38M | Hold |
28,953
| – | – | 0.42% | 28 |
|
|
2024
Q4 | $1.37M | Hold |
28,953
| – | – | 0.41% | 35 |
|
|
2024
Q3 | $1.39M | Hold |
28,953
| – | – | 0.44% | 33 |
|
|
2024
Q2 | $1.37M | Sell |
28,953
-2,210
| -7% | -$104K | 0.44% | 32 |
|
|
2024
Q1 | $1.48M | Sell |
31,163
-1,115
| -3% | -$52.9K | 0.5% | 33 |
|
|
2023
Q4 | $1.54M | Sell |
32,278
-22,762
| -41% | -$1.09M | 0.61% | 30 |
|
|
2023
Q3 | $2.54M | Sell |
55,040
-989,146
| -95% | -$45.7M | 1.49% | 9 |
|
|
2023
Q2 | $49.1M | Buy |
1,044,186
+39,383
| +4% | +$1.85M | 24.51% | 1 |
|
|
2023
Q1 | $47.8M | Sell |
1,004,803
-30,521
| -3% | -$1.45M | 27.9% | 1 |
|
|
2022
Q4 | $48.6M | Buy |
1,035,324
+456,303
| +79% | +$21.4M | 26.82% | 1 |
|
|
2022
Q3 | $26.7M | Buy |
579,021
+74,081
| +15% | +$3.41M | 19.48% | 1 |
|
|
2022
Q2 | $23.9M | Buy |
+504,940
| New | +$23.9M | 15.78% | 1 |
|