Antonetti Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $599K | Sell |
12,950
-300
| -2% | -$13.9K | 0.94% | 18 |
|
|
2023
Q2 | $623K | Hold |
13,250
| – | – | 0.9% | 17 |
|
|
2023
Q1 | $630K | Sell |
13,250
-250
| -2% | -$11.9K | 0.91% | 17 |
|
|
2022
Q4 | $634K | Hold |
13,500
| – | – | 0.87% | 20 |
|
|
2022
Q3 | $622K | Hold |
13,500
| – | – | 0.72% | 20 |
|
|
2022
Q2 | $638K | Sell |
13,500
-500
| -4% | -$23.6K | 0.67% | 24 |
|
|
2022
Q1 | $663K | Sell |
14,000
-200
| -1% | -$9.47K | 0.62% | 25 |
|
|
2021
Q4 | $698K | Buy |
+14,200
| New | +$698K | 0.55% | 29 |
|
|
2014
Q3 | $404K | Sell |
8,287
-10,312
| -55% | -$503K | 0.71% | 30 |
|
|
2014
Q2 | $905K | Sell |
18,599
-2,825
| -13% | -$137K | 0.71% | 35 |
|
|
2014
Q1 | $1.04M | Buy |
21,424
+1,875
| +10% | +$90.9K | 0.91% | 31 |
|
|
2013
Q4 | $950K | Buy |
19,549
+2,200
| +13% | +$107K | 0.86% | 29 |
|
|
2013
Q3 | $840K | Sell |
17,349
-2,000
| -10% | -$96.8K | 0.85% | 28 |
|
|
2013
Q2 | $925K | Buy |
+19,349
| New | +$925K | 1.02% | 25 |
|