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AGA
Accuvest Global Advisors’s
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
Stock Holding History
Accuvest Global Advisors’s Portfolio
SHM Stock Details
SHM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-4,437
Closed
-$212K
–
143
2018
Q3
$212K
Hold
4,437
–
–
0.08%
118
2018
Q2
$213K
Buy
4,437
+2,823
+175%
+$135K
0.08%
120
2018
Q1
$77K
Hold
1,614
–
–
0.06%
58
2017
Q4
$77K
Buy
+1,614
New
+$77.9K
0.06%
55
2017
Q3
–
Sell
-11,846
Closed
-$575K
–
100
2017
Q2
$575K
Buy
+11,846
New
+$576K
0.19%
51
2017
Q1
–
Sell
-15,195
Closed
-$728K
–
104
2016
Q4
$728K
Sell
15,195
-110,545
-88%
-$5.34M
0.66%
24
2016
Q3
$6.14M
Buy
125,740
+99,855
+386%
+$4.9M
1.71%
14
2016
Q2
$1.27M
Buy
25,885
+1,435
+6%
+$70.2K
0.78%
25
2016
Q1
$1.19M
Sell
24,450
-3,200
-12%
-$157K
0.58%
23
2015
Q4
$1.35M
Hold
27,650
–
–
0.58%
25
2015
Q3
$1.35M
Hold
27,650
–
–
0.62%
23
2015
Q2
$1.34M
Hold
27,650
–
–
0.5%
32
2015
Q1
$1.34M
Buy
27,650
+13,550
+96%
+$660K
0.52%
30
2014
Q4
$685K
Buy
+14,100
New
+$687K
0.15%
71
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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