American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $690K | Buy |
14,095
+680
| +5% | +$33.3K | 0.19% | 46 |
|
|
2019
Q2 | $656K | Buy |
13,415
+77
| +0.6% | +$3.77K | 0.2% | 46 |
|
|
2019
Q1 | $647K | Sell |
13,338
-33,758
| -72% | -$1.64M | 0.2% | 44 |
|
|
2018
Q4 | $2.26M | Buy |
+47,096
| New | +$2.26M | 0.73% | 15 |
|
|
2018
Q3 | – | Sell |
-10,540
| Closed | -$506K | – | 76 |
|
|
2018
Q2 | $506K | Buy |
10,540
+470
| +5% | +$22.6K | 0.19% | 39 |
|
|
2018
Q1 | $482K | Hold |
10,070
| – | – | 0.18% | 46 |
|
|
2017
Q4 | $482K | Buy |
10,070
+95
| +1% | +$4.55K | 0.18% | 44 |
|
|
2017
Q3 | $485K | Buy |
9,975
+676
| +7% | +$32.9K | 0.18% | 39 |
|
|
2017
Q2 | $451K | Buy |
+9,299
| New | +$451K | 0.18% | 41 |
|