UWM
USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23,455
| Closed | -$1.17M | – | 107 |
|
|
2020
Q4 | $1.17M | Buy |
23,455
+1,106
| +5% | +$55K | 0.56% | 39 |
|
|
2020
Q3 | $1.11K | Sell |
22,349
-486
| -2% | -$24 | 0.17% | 41 |
|
|
2020
Q2 | $1.14M | Sell |
22,835
-2,351
| -9% | -$117K | 0.61% | 37 |
|
|
2020
Q1 | $1.23M | Buy |
+25,186
| New | +$1.23M | 0.76% | 31 |
|