Altavista Wealth Management’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
2021
Q4
$1.42M Sell
28,900
-500
-2% -$24.6K 0.29% 64
2021
Q3
$1.45M Buy
29,400
+469
+2% +$23.2K 0.32% 62
2021
Q2
$1.43M Sell
28,931
-1,200
-4% -$59.5K 0.31% 62
2021
Q1
$1.49M Buy
30,131
+455
+2% +$22.5K 0.36% 59
2020
Q4
$1.48M Sell
29,676
-274
-0.9% -$13.6K 0.37% 55
2020
Q3
$1.49M Buy
29,950
+607
+2% +$30.3K 0.41% 51
2020
Q2
$1.46M Sell
29,343
-185
-0.6% -$9.22K 0.42% 53
2020
Q1
$1.44M Buy
29,528
+431
+1% +$21.1K 0.49% 47
2019
Q4
$1.43M Sell
29,097
-2,753
-9% -$135K 0.43% 55
2019
Q3
$1.56M Hold
31,850
0.49% 50
2019
Q2
$1.56M Sell
31,850
-9,966
-24% -$488K 0.5% 47
2019
Q1
$2.03M Sell
41,816
-492
-1% -$23.8K 0.72% 42
2018
Q4
$2.03M Hold
42,308
0.83% 39
2018
Q3
$2.02M Buy
42,308
+127
+0.3% +$6.06K 0.75% 42
2018
Q2
$2.02M Buy
42,181
+2,053
+5% +$98.5K 0.81% 40
2018
Q1
$1.92M Buy
40,128
+4,089
+11% +$196K 0.81% 40
2017
Q4
$1.73M Hold
36,039
0.73% 43
2017
Q3
$1.75M Buy
36,039
+1,741
+5% +$84.6K 0.83% 41
2017
Q2
$1.66M Buy
34,298
+3,260
+11% +$158K 0.83% 40
2017
Q1
$1.5M Buy
31,038
+7,524
+32% +$364K 0.75% 44
2016
Q4
$1.13M Hold
23,514
0.61% 44
2016
Q3
$1.15M Buy
23,514
+6,466
+38% +$316K 0.63% 45
2016
Q2
$837K Hold
17,048
0.46% 51
2016
Q1
$832K Buy
+17,048
New +$832K 0.47% 52
2015
Q4
Sell
-10,903
Closed -$531K 124
2015
Q3
$531K Hold
10,903
0.35% 72
2015
Q2
$529K Buy
+10,903
New +$529K 0.33% 71