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 |
|