Archford Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-126
| Closed | -$6K | – | 665 |
|
|
2018
Q2 | $6K | Sell |
126
-690
| -85% | -$32.9K | ﹤0.01% | 452 |
|
|
2018
Q1 | $39K | Buy |
+816
| New | +$39K | 0.02% | 223 |
|
|
2017
Q2 | – | Sell |
-816
| Closed | -$40K | – | 548 |
|
|
2017
Q1 | $40K | Hold |
816
| – | – | 0.02% | 299 |
|
|
2016
Q4 | $39K | Sell |
816
-3,393
| -81% | -$162K | 0.02% | 271 |
|
|
2016
Q3 | $205K | Hold |
4,209
| – | – | 0.08% | 176 |
|
|
2016
Q2 | $207K | Hold |
4,209
| – | – | 0.11% | 150 |
|
|
2016
Q1 | $205K | Sell |
4,209
-1
| -0% | -$49 | 0.1% | 163 |
|
|
2015
Q4 | $206K | Hold |
4,210
| – | – | 0.09% | 166 |
|
|
2015
Q3 | $205K | Sell |
4,210
-105
| -2% | -$5.11K | 0.15% | 112 |
|
|
2015
Q2 | $210K | Sell |
4,315
-5,932
| -58% | -$289K | 0.15% | 111 |
|
|
2015
Q1 | $498K | Buy |
10,247
+5,331
| +108% | +$259K | 0.34% | 81 |
|
|
2014
Q4 | $239K | Hold |
4,916
| – | – | 0.18% | 116 |
|
|
2014
Q3 | $240K | Hold |
4,916
| – | – | 0.19% | 119 |
|
|
2014
Q2 | $239K | Sell |
4,916
-269
| -5% | -$13.1K | 0.19% | 115 |
|
|
2014
Q1 | $252K | Buy |
+5,185
| New | +$252K | 0.21% | 112 |
|