B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $438 | Buy |
9,275
+2,230
| +32% | +$105 | ﹤0.01% | 442 |
|
|
2022
Q1 | $334K | Buy |
7,045
+1,697
| +32% | +$80.5K | 0.03% | 427 |
|
|
2021
Q4 | $263K | Hold |
5,348
| – | – | 0.02% | 507 |
|
|
2021
Q3 | $264K | Buy |
5,348
+594
| +12% | +$29.3K | 0.02% | 487 |
|
|
2021
Q2 | $238K | Buy |
4,754
+209
| +5% | +$10.5K | 0.03% | 351 |
|
|
2021
Q1 | $229K | Buy |
+4,545
| New | +$229K | 0.03% | 341 |
|
|
2020
Q4 | – | Sell |
-4,055
| Closed | -$202K | – | 449 |
|
|
2020
Q3 | $202K | Buy |
+4,055
| New | +$202K | 0.02% | 359 |
|
|
2020
Q2 | – | Sell |
-4,463
| Closed | -$218K | – | 542 |
|
|
2020
Q1 | $218K | Buy |
+4,463
| New | +$218K | 0.02% | 420 |
|