PWAG
Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-511
| Closed | -$24K | – | 396 |
|
|
2018
Q3 | $24K | Buy |
+511
| New | +$24K | ﹤0.01% | 309 |
|
|
2018
Q2 | – | Sell |
-511
| Closed | -$24K | – | 396 |
|
|
2018
Q1 | $24K | Buy |
+511
| New | +$24K | ﹤0.01% | 282 |
|
|
2016
Q1 | – | Sell |
-134,262
| Closed | -$3.27M | – | 137 |
|
|
2015
Q4 | $3.27M | Sell |
134,262
-12,005
| -8% | -$292K | 0.53% | 46 |
|
|
2015
Q3 | $3.56M | Sell |
146,267
-15,234
| -9% | -$371K | 0.73% | 43 |
|
|
2015
Q2 | $3.92M | Sell |
161,501
-4,666
| -3% | -$113K | 0.78% | 44 |
|
|
2015
Q1 | $4.04M | Sell |
166,167
-18,086
| -10% | -$440K | 0.73% | 53 |
|
|
2014
Q4 | $4.48M | Sell |
184,253
-183,217
| -50% | -$4.45M | 0.92% | 21 |
|
|
2014
Q3 | $8.97M | Buy |
+367,470
| New | +$8.97M | 2.01% | 19 |
|