QP WEALTH MANAGEMENT, LLC SHM Holdings History
QP WEALTH MANAGEMENT, LLC's SPDR Nuveen ICE Short Term Municipal Bond ETF Holding Summary
As of 2023-09-30, QP WEALTH MANAGEMENT, LLC held 18,123.00 shares of SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM), totaling $837,830.00. This investment constitutes 1.47% of their stock portfolio, and QP WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding SPDR Nuveen ICE Short Term Municipal Bond ETF(SHM) stock.
The initial trade took place in 2020Q1. And since then QP WEALTH MANAGEMENT, LLC has made 12 purchases of SHM, at an average price of $48.76, for a total of 25,622.00 shares. In addition, there have been 3 sales at an average price of $46.79 for 7,499.00 shares. Based on historical transaction data and SHM's current price of $47.91, QP WEALTH MANAGEMENT, LLC's estimated gain on his SHM holdings is $-30,244.85, reflecting a -2.42% gain to date.
QP WEALTH MANAGEMENT, LLC SHM ($47.91) Holding Chart
QP WEALTH MANAGEMENT, LLC SHM ($47.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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