Alera Investment Advisors’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
Q3 | $3.51M | Buy |
72,950
+1,691
| +2% | +$81.4K | 0.41% | 40 |
|
|
2024
Q2 | $3.36M | Buy |
+71,259
| New | +$3.36M | 0.4% | 41 |
|
|
2022
Q2 | – | Sell |
-6,225
| Closed | -$295K | – | 198 |
|
|
2022
Q1 | $295K | Hold |
6,225
| – | – | 0.07% | 148 |
|
|
2021
Q4 | $306K | Buy |
+6,225
| New | +$306K | 0.08% | 83 |
|
|
2019
Q2 | – | Sell |
-242
| Closed | -$12K | – | 836 |
|
|
2019
Q1 | $12K | Buy |
242
+46
| +23% | +$2.28K | 0.01% | 426 |
|
|
2018
Q4 | $9K | Buy |
+196
| New | +$9K | 0.01% | 468 |
|