SWMG
Signature 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,126
| Closed | -$716K | – | 96 |
|
|
2022
Q1 | $716K | Buy |
15,126
+1,300
| +9% | +$61.5K | 0.32% | 65 |
|
|
2021
Q4 | $680K | Buy |
13,826
+103
| +0.8% | +$5.07K | 0.34% | 64 |
|
|
2021
Q3 | $678K | Sell |
13,723
-37
| -0.3% | -$1.83K | 0.38% | 64 |
|
|
2021
Q2 | $682K | Sell |
13,760
-86
| -0.6% | -$4.26K | 0.38% | 65 |
|
|
2021
Q1 | $686K | Hold |
13,846
| – | – | 0.4% | 63 |
|
|
2020
Q4 | $689K | Sell |
13,846
-224
| -2% | -$11.1K | 0.43% | 63 |
|
|
2020
Q3 | $702K | Sell |
14,070
-291
| -2% | -$14.5K | 0.51% | 58 |
|
|
2020
Q2 | $716K | Sell |
14,361
-200
| -1% | -$9.97K | 0.55% | 56 |
|
|
2020
Q1 | $712K | Sell |
14,561
-588
| -4% | -$28.8K | 0.63% | 47 |
|
|
2019
Q4 | $744K | Buy |
15,149
+692
| +5% | +$34K | 0.47% | 54 |
|
|
2019
Q3 | $708K | Hold |
14,457
| – | – | 0.47% | 50 |
|
|
2019
Q2 | $707K | Buy |
14,457
+543
| +4% | +$26.6K | 0.47% | 51 |
|
|
2019
Q1 | $675K | Buy |
13,914
+708
| +5% | +$34.3K | 0.47% | 48 |
|
|
2018
Q4 | $635K | Hold |
13,206
| – | – | 0.49% | 43 |
|
|
2018
Q3 | $629K | Sell |
13,206
-684
| -5% | -$32.6K | 0.47% | 43 |
|
|
2018
Q2 | $667K | Sell |
13,890
-354
| -2% | -$17K | 0.49% | 40 |
|
|
2018
Q1 | $681K | Buy |
14,244
+259
| +2% | +$12.4K | 0.53% | 40 |
|
|
2017
Q4 | $670K | Buy |
+13,985
| New | +$670K | 0.49% | 40 |
|