WC
Wealth CMT’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
Q2 | $2.06M | Sell |
43,736
-5,035
| -10% | -$237K | 3.11% | 6 |
|
|
2023
Q1 | $2.32M | Buy |
48,771
+2,661
| +6% | +$127K | 2.58% | 9 |
|
|
2022
Q4 | $2.17M | Sell |
46,110
-4,777
| -9% | -$224K | 1.15% | 17 |
|
|
2022
Q3 | $2.35M | Buy |
50,887
+8,200
| +19% | +$378K | 1.41% | 15 |
|
|
2022
Q2 | $2.02M | Buy |
42,687
+14,892
| +54% | +$704K | 1.18% | 18 |
|
|
2022
Q1 | $1.32M | Buy |
+27,795
| New | +$1.32M | 0.67% | 18 |
|