Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-322
| Closed | -$15.1K | – | 2483 |
|
|
2022
Q4 | $15.1K | Buy |
+322
| New | +$15.1K | ﹤0.01% | 1155 |
|
|
2022
Q3 | – | Sell |
-322
| Closed | -$15K | – | 2001 |
|
|
2022
Q2 | $15K | Hold |
322
| – | – | ﹤0.01% | 1228 |
|
|
2022
Q1 | $15K | Hold |
322
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q4 | $16K | Buy |
+322
| New | +$16K | ﹤0.01% | 1349 |
|
|
2020
Q1 | – | Sell |
-170
| Closed | -$8K | – | 1911 |
|
|
2019
Q4 | $8K | Hold |
170
| – | – | ﹤0.01% | 1438 |
|
|
2019
Q3 | $8K | Hold |
170
| – | – | ﹤0.01% | 1431 |
|
|
2019
Q2 | $8K | Buy |
+170
| New | +$8K | ﹤0.01% | 1284 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$10K | – | 1569 |
|
|
2018
Q3 | $10K | Sell |
200
-145
| -42% | -$7.25K | ﹤0.01% | 1121 |
|
|
2018
Q2 | $17K | Buy |
345
+145
| +73% | +$7.15K | ﹤0.01% | 990 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1095 |
|
|
2017
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 1006 |
|