Atticus 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
2024
Q1
Sell
-303
Closed -$14.5K 581
2023
Q4
$14.5K Sell
303
-528
-64% -$25.2K 0.01% 364
2023
Q3
$38.4K Buy
+831
New +$38.4K 0.01% 276
2022
Q2
Sell
-4,345
Closed -$206K 646
2022
Q1
$206K Buy
+4,345
New +$206K 0.08% 141