B. Riley Wealth Advisors’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
Q2 | – | Sell |
-6,571
| Closed | -$304K | – | 1580 |
|
|
2024
Q1 | $304K | Buy |
6,571
+1,950
| +42% | +$90.2K | 0.01% | 1034 |
|
|
2023
Q4 | $221K | Sell |
4,621
-1,950
| -30% | -$93.2K | 0.01% | 1208 |
|
|
2023
Q3 | $304K | Buy |
6,571
+906
| +16% | +$41.9K | 0.01% | 1034 |
|
|
2023
Q2 | $267K | Hold |
5,665
| – | – | 0.01% | 1187 |
|
|
2023
Q1 | $269K | Sell |
5,665
-525
| -8% | -$25K | 0.01% | 1127 |
|
|
2022
Q4 | $291K | Buy |
6,190
+525
| +9% | +$24.7K | 0.01% | 1061 |
|
|
2022
Q3 | $262K | Buy |
+5,665
| New | +$262K | 0.01% | 1089 |
|
|
2021
Q2 | – | Sell |
-6,484
| Closed | -$322K | – | 1449 |
|
|
2021
Q1 | $322K | Buy |
+6,484
| New | +$322K | 0.01% | 956 |
|