Traverso Chambers Private Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $411K | Hold |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $593K | Hold |
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|
2022
Q4 | $586K | Hold |
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|
2022
Q3 | $575K | Hold |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $590K | Hold |
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|
2021
Q4 | $614K | Hold |
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|
2021
Q3 | $616K | Hold |
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|
2021
Q2 | $618K | Hold |
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|
2021
Q1 | $618K | Buy |
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|
2020
Q4 | $608K | Hold |
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|
2020
Q3 | $609K | Buy |
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|
2020
Q2 | $539K | Sell |
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|
2020
Q1 | $550K | Hold |
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|
2019
Q4 | $553K | Hold |
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|
2019
Q3 | $551K | Hold |
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|
2019
Q2 | $550K | Hold |
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|
2019
Q1 | $546K | Hold |
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|
2018
Q4 | $541K | Buy |
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