PWMG
Prestige Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$4.71K | – | 1075 |
|
|
2023
Q2 | $4.71K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $4.76K | Hold |
100
| – | – | ﹤0.01% | 584 |
|
|
2022
Q4 | $4.7K | Sell |
100
-513
| -84% | -$24.1K | ﹤0.01% | 625 |
|
|
2022
Q3 | $28K | Hold |
613
| – | – | 0.01% | 277 |
|
|
2022
Q2 | $29K | Hold |
613
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $29K | Hold |
613
| – | – | 0.01% | 293 |
|
|
2021
Q4 | $30K | Hold |
613
| – | – | 0.01% | 315 |
|
|
2021
Q3 | $30K | Hold |
613
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $30K | Hold |
613
| – | – | 0.01% | 299 |
|
|
2021
Q1 | $30K | Hold |
613
| – | – | 0.01% | 303 |
|
|
2020
Q4 | $31K | Hold |
613
| – | – | 0.01% | 297 |
|
|
2020
Q3 | $31K | Hold |
613
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $31K | Hold |
613
| – | – | 0.01% | 278 |
|
|
2020
Q1 | $30K | Sell |
613
-146,296
| -100% | -$7.16M | 0.01% | 230 |
|
|
2019
Q4 | $7.22M | Sell |
146,909
-2,359
| -2% | -$116K | 3.95% | 4 |
|
|
2019
Q3 | $7.31M | Buy |
149,268
+2,447
| +2% | +$120K | 4.28% | 4 |
|
|
2019
Q2 | $7.18M | Buy |
146,821
+1,506
| +1% | +$73.7K | 4.34% | 4 |
|
|
2019
Q1 | $7.05M | Buy |
145,315
+11,017
| +8% | +$534K | 4.33% | 4 |
|
|
2018
Q4 | $6.45M | Buy |
+134,298
| New | +$6.45M | 4.75% | 5 |
|