1900 Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,402
| Closed | -$688K | – | 281 |
|
|
2023
Q4 | $688K | Sell |
14,402
-579
| -4% | -$27.7K | 0.06% | 165 |
|
|
2023
Q3 | $693K | Sell |
14,981
-29,715
| -66% | -$1.37M | 0.07% | 166 |
|
|
2023
Q2 | $2.1M | Sell |
44,696
-9,450
| -17% | -$445K | 0.22% | 88 |
|
|
2023
Q1 | $2.55M | Sell |
54,146
-375
| -0.7% | -$17.6K | 0.27% | 68 |
|
|
2022
Q4 | $2.56M | Sell |
54,521
-12,680
| -19% | -$596K | 0.28% | 67 |
|
|
2022
Q3 | $3.1M | Sell |
67,201
-4,972
| -7% | -$229K | 0.36% | 59 |
|
|
2022
Q2 | $3.41M | Sell |
72,173
-807
| -1% | -$38.1K | 0.37% | 57 |
|
|
2022
Q1 | $3.45M | Sell |
72,980
-1,066
| -1% | -$50.5K | 0.33% | 61 |
|
|
2021
Q4 | $3.64M | Sell |
74,046
-27,622
| -27% | -$1.36M | 0.33% | 61 |
|
|
2021
Q3 | $5.02M | Sell |
101,668
-27,820
| -21% | -$1.37M | 0.49% | 50 |
|
|
2021
Q2 | $6.42M | Sell |
129,488
-53,390
| -29% | -$2.65M | 0.61% | 37 |
|
|
2021
Q1 | $9.06K | Buy |
182,878
+79,862
| +78% | +$3.96K | 0.69% | 26 |
|
|
2020
Q4 | $5.13M | Buy |
+103,016
| New | +$5.13M | 0.6% | 40 |
|