ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,240
| Closed | -$207K | – | 348 |
|
|
2019
Q2 | $207K | Sell |
4,240
-26
| -0.6% | -$1.27K | 0.03% | 322 |
|
|
2019
Q1 | $207K | Buy |
4,266
+1
| +0% | +$49 | 0.03% | 316 |
|
|
2018
Q4 | $205K | Buy |
4,265
+1
| +0% | +$48 | 0.03% | 289 |
|
|
2018
Q3 | $203K | Buy |
4,264
+1
| +0% | +$48 | 0.03% | 295 |
|
|
2018
Q2 | $205K | Buy |
4,263
+1
| +0% | +$48 | 0.03% | 275 |
|
|
2018
Q1 | $204K | Buy |
4,262
+1
| +0% | +$48 | 0.03% | 286 |
|
|
2017
Q4 | $204K | Buy |
4,261
+1
| +0% | +$48 | 0.03% | 309 |
|
|
2017
Q3 | $207K | Buy |
+4,260
| New | +$207K | 0.04% | 254 |
|
|
2015
Q4 | – | Sell |
-4,872
| Closed | -$237K | – | 234 |
|
|
2015
Q3 | $237K | Buy |
+4,872
| New | +$237K | 0.06% | 175 |
|