V Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,794
| Closed | -$931K | – | 310 |
|
|
2023
Q2 | $931K | Buy |
19,794
+9
| +0% | +$423 | 0.16% | 132 |
|
|
2023
Q1 | $941K | Buy |
19,785
+2,318
| +13% | +$110K | 0.18% | 128 |
|
|
2022
Q4 | $821K | Buy |
+17,467
| New | +$821K | 0.17% | 136 |
|
|
2021
Q3 | – | Sell |
-5,865
| Closed | -$290K | – | 492 |
|
|
2021
Q2 | $290K | Buy |
+5,865
| New | +$290K | 0.05% | 374 |
|