BAM
Barrett Asset Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-410
| Closed | -$20K | – | 390 |
|
|
2018
Q1 | $20K | Hold |
410
| – | – | ﹤0.01% | 306 |
|
|
2017
Q4 | $20K | Hold |
410
| – | – | ﹤0.01% | 318 |
|
|
2017
Q3 | $20K | Hold |
410
| – | – | ﹤0.01% | 298 |
|
|
2017
Q2 | $20K | Hold |
410
| – | – | ﹤0.01% | 300 |
|
|
2017
Q1 | $20K | Buy |
+410
| New | +$20K | ﹤0.01% | 287 |
|