Avestar Capital’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 | – | Sell |
-2,470
| Closed | -$119K | – | 720 |
|
|
2019
Q2 | $119K | Sell |
2,470
-2,021
| -45% | -$97.4K | 0.08% | 167 |
|
|
2019
Q1 | $216K | Hold |
4,491
| – | – | 0.14% | 96 |
|
|
2018
Q4 | $215K | Sell |
4,491
-979
| -18% | -$46.9K | 0.15% | 94 |
|
|
2018
Q3 | $259K | Sell |
5,470
-8,082
| -60% | -$383K | 0.15% | 87 |
|
|
2018
Q2 | $647K | Buy |
13,552
+8,281
| +157% | +$395K | 0.41% | 44 |
|
|
2018
Q1 | $1.11M | Sell |
5,271
-18,599
| -78% | -$3.91M | 0.72% | 22 |
|
|
2017
Q4 | $1.14M | Buy |
+23,870
| New | +$1.14M | 0.85% | 15 |
|