Physician 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,432
| Closed | -$300K | – | 158 |
|
|
2022
Q1 | $300K | Buy |
+6,432
| New | +$300K | 0.08% | 121 |
|
|
2020
Q4 | – | Sell |
-6,192
| Closed | -$307K | – | 148 |
|
|
2020
Q3 | $307K | Hold |
6,192
| – | – | 0.12% | 95 |
|
|
2020
Q2 | $310K | Buy |
6,192
+988
| +19% | +$49.5K | 0.12% | 101 |
|
|
2020
Q1 | $255K | Buy |
+5,204
| New | +$255K | 0.13% | 92 |
|