WSTAM
Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $719K | Sell |
15,155
-11,076
| -42% | -$525K | 0.02% | 282 |
|
|
2023
Q4 | $1.25M | Buy |
26,231
+591
| +2% | +$28.2K | 0.04% | 198 |
|
|
2023
Q3 | $1.19M | Buy |
25,640
+1,379
| +6% | +$63.8K | 0.04% | 206 |
|
|
2023
Q2 | $1.14M | Sell |
24,261
-3,520
| -13% | -$166K | 0.04% | 208 |
|
|
2023
Q1 | $1.32M | Buy |
27,781
+347
| +1% | +$16.5K | 0.05% | 193 |
|
|
2022
Q4 | $1.29M | Sell |
27,434
-5,874
| -18% | -$276K | 0.05% | 195 |
|
|
2022
Q3 | $1.54M | Sell |
33,308
-1,558
| -4% | -$71.8K | 0.07% | 172 |
|
|
2022
Q2 | $1.65M | Sell |
34,866
-788
| -2% | -$37.2K | 0.07% | 172 |
|
|
2022
Q1 | $1.66M | Sell |
35,654
-4,150
| -10% | -$194K | 0.07% | 175 |
|
|
2021
Q4 | $1.96M | Buy |
39,804
+183
| +0.5% | +$9K | 0.07% | 167 |
|
|
2021
Q3 | $1.96M | Buy |
39,621
+2,543
| +7% | +$126K | 0.08% | 161 |
|
|
2021
Q2 | $1.84M | Sell |
37,078
-20
| -0.1% | -$991 | 0.07% | 166 |
|
|
2021
Q1 | $1.84M | Buy |
37,098
+2,358
| +7% | +$117K | 0.08% | 159 |
|
|
2020
Q4 | $1.73M | Sell |
34,740
-832
| -2% | -$41.4K | 0.08% | 152 |
|
|
2020
Q3 | $1.77M | Buy |
35,572
+377
| +1% | +$18.8K | 0.1% | 142 |
|
|
2020
Q2 | $1.76M | Sell |
35,195
-856
| -2% | -$42.7K | 0.11% | 132 |
|
|
2020
Q1 | $1.76M | Buy |
36,051
+1,185
| +3% | +$58K | 0.13% | 119 |
|
|
2019
Q4 | $1.71M | Buy |
34,866
+417
| +1% | +$20.5K | 0.1% | 137 |
|
|
2019
Q3 | $1.69M | Sell |
34,449
-301
| -0.9% | -$14.7K | 0.11% | 137 |
|
|
2019
Q2 | $1.7M | Buy |
34,750
+487
| +1% | +$23.8K | 0.11% | 138 |
|
|
2019
Q1 | $1.66M | Sell |
34,263
-3,495
| -9% | -$169K | 0.11% | 141 |
|
|
2018
Q4 | $1.82M | Buy |
37,758
+13,396
| +55% | +$644K | 0.12% | 118 |
|
|
2018
Q3 | $1.16M | Buy |
+24,362
| New | +$1.16M | 0.07% | 156 |
|