WWA
WCG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28,506
| Closed | -$1.35M | – | 316 |
|
|
2024
Q2 | $1.35M | Buy |
28,506
+15,228
| +115% | +$719K | 0.1% | 167 |
|
|
2024
Q1 | $630K | Sell |
13,278
-501
| -4% | -$23.8K | 0.05% | 208 |
|
|
2023
Q4 | $658K | Sell |
13,779
-9
| -0.1% | -$430 | 0.05% | 229 |
|
|
2023
Q3 | $637K | Buy |
+13,788
| New | +$637K | 0.05% | 226 |
|
|
2023
Q1 | – | Sell |
-10,776
| Closed | -$506K | – | 165 |
|
|
2022
Q4 | $506K | Hold |
10,776
| – | – | 0.07% | 140 |
|
|
2022
Q3 | $497K | Buy |
+10,776
| New | +$497K | 0.07% | 183 |
|