SPWG
Sage Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-535
| Closed | -$25K | – | 158 |
|
|
2022
Q3 | $25K | Hold |
535
| – | – | 0.03% | 102 |
|
|
2022
Q2 | $25K | Buy |
+535
| New | +$25K | 0.04% | 106 |
|
|
2022
Q1 | – | Sell |
-535
| Closed | -$26K | – | 180 |
|
|
2021
Q4 | $26K | Hold |
535
| – | – | 0.03% | 111 |
|
|
2021
Q3 | $26K | Hold |
535
| – | – | 0.04% | 108 |
|
|
2021
Q2 | $27K | Hold |
535
| – | – | 0.04% | 102 |
|
|
2021
Q1 | $27K | Hold |
535
| – | – | 0.05% | 107 |
|
|
2020
Q4 | $27K | Buy |
+535
| New | +$27K | 0.08% | 97 |
|