TCPWM
Traverso Chambers Private Wealth Management’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
Q4 | $411K | Hold |
8,605
| – | – | 0.1% | 81 |
|
|
2023
Q3 | $398K | Hold |
8,605
| – | – | 0.11% | 78 |
|
|
2023
Q2 | $405K | Sell |
8,605
-3,870
| -31% | -$182K | 0.11% | 77 |
|
|
2023
Q1 | $593K | Hold |
12,475
| – | – | 0.16% | 65 |
|
|
2022
Q4 | $586K | Hold |
12,475
| – | – | 0.17% | 63 |
|
|
2022
Q3 | $575K | Hold |
12,475
| – | – | 0.18% | 63 |
|
|
2022
Q2 | $590K | Hold |
12,475
| – | – | 0.2% | 64 |
|
|
2022
Q1 | $590K | Hold |
12,475
| – | – | 0.18% | 67 |
|
|
2021
Q4 | $614K | Hold |
12,475
| – | – | 0.18% | 66 |
|
|
2021
Q3 | $616K | Hold |
12,475
| – | – | 0.19% | 61 |
|
|
2021
Q2 | $618K | Hold |
12,475
| – | – | 0.19% | 59 |
|
|
2021
Q1 | $618K | Buy |
12,475
+260
| +2% | +$12.9K | 0.21% | 58 |
|
|
2020
Q4 | $608K | Hold |
12,215
| – | – | 0.22% | 57 |
|
|
2020
Q3 | $609K | Buy |
12,215
+1,400
| +13% | +$69.8K | 0.24% | 52 |
|
|
2020
Q2 | $539K | Sell |
10,815
-440
| -4% | -$21.9K | 0.23% | 54 |
|
|
2020
Q1 | $550K | Hold |
11,255
| – | – | 0.26% | 51 |
|
|
2019
Q4 | $553K | Hold |
11,255
| – | – | 0.24% | 53 |
|
|
2019
Q3 | $551K | Hold |
11,255
| – | – | 0.26% | 51 |
|
|
2019
Q2 | $550K | Hold |
11,255
| – | – | 0.27% | 51 |
|
|
2019
Q1 | $546K | Hold |
11,255
| – | – | 0.27% | 49 |
|
|
2018
Q4 | $541K | Buy |
+11,255
| New | +$541K | 0.29% | 46 |
|