WOSD
WFA of San Diego’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 | $18.4K | Hold |
383
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $18.1K | Buy |
+383
| New | +$18.1K | 0.02% | 252 |
|
|
2023
Q3 | $18.3K | Hold |
395
| – | – | 0.02% | 242 |
|
|
2023
Q2 | $18.6K | Buy |
+395
| New | +$18.6K | 0.02% | 240 |
|
|
2023
Q1 | – | Sell |
-495
| Closed | -$23.3K | – | 363 |
|
|
2022
Q4 | $23.3K | Buy |
+495
| New | +$23.3K | 0.02% | 275 |
|
|
2022
Q3 | – | Sell |
-495
| Closed | -$23K | – | 339 |
|
|
2022
Q2 | $23K | Buy |
+495
| New | +$23K | 0.02% | 214 |
|