AJ Wealth Strategies’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.6M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $2.05M | Sell |
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|
2020
Q4 | $2.66M | Sell |
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|
2020
Q3 | $2.7M | Sell |
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|
2020
Q2 | $2.97M | Sell |
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|
2020
Q1 | $20.2M | Buy |
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|
2019
Q4 | $17.9M | Buy |
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|
2019
Q3 | $15.5M | Buy |
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|
2019
Q2 | $14.6M | Buy |
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|
2019
Q1 | $11.4M | Buy |
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|
2018
Q4 | $9.4M | Sell |
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|
2018
Q3 | $10.2M | Buy |
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|
2018
Q2 | $8.84M | Buy |
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|
2018
Q1 | $8.08M | Sell |
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|
2017
Q4 | $9.55M | Buy |
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|
2017
Q3 | $6.83M | Buy |
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|
2017
Q2 | $6.8M | Buy |
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|
2017
Q1 | $5.96M | Buy |
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|
2016
Q4 | $5.72M | Buy |
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