Aurora Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,189
| Closed | -$304K | – | 213 |
|
|
2021
Q4 | $304K | Sell |
6,189
-182,604
| -97% | -$8.97M | 0.13% | 136 |
|
|
2021
Q3 | $9.33M | Buy |
188,793
+14,312
| +8% | +$707K | 3.79% | 5 |
|
|
2021
Q2 | $8.65M | Buy |
+174,481
| New | +$8.65M | 3.46% | 5 |
|
|
2021
Q1 | – | Sell |
-4,250
| Closed | -$212K | – | 232 |
|
|
2020
Q4 | $212K | Buy |
4,250
+240
| +6% | +$12K | 0.09% | 196 |
|
|
2020
Q3 | $200K | Buy |
+4,010
| New | +$200K | 0.09% | 181 |
|
|
2020
Q2 | – | Sell |
-10,228
| Closed | -$500K | – | 228 |
|
|
2020
Q1 | $500K | Sell |
10,228
-84,455
| -89% | -$4.13M | 0.18% | 118 |
|
|
2019
Q4 | $4.65M | Buy |
+94,683
| New | +$4.65M | 1.65% | 12 |
|