Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,429
| Closed | -$121K | – | 751 |
|
|
2020
Q3 | $121K | Buy |
2,429
+8
| +0.3% | +$399 | 0.01% | 142 |
|
|
2020
Q2 | $121K | Buy |
+2,421
| New | +$121K | 0.01% | 143 |
|
|
2018
Q3 | – | Sell |
-127
| Closed | -$6K | – | 706 |
|
|
2018
Q2 | $6K | Hold |
127
| – | – | ﹤0.01% | 433 |
|
|
2018
Q1 | $6K | Hold |
127
| – | – | ﹤0.01% | 409 |
|
|
2017
Q4 | $6K | Buy |
+127
| New | +$6K | ﹤0.01% | 423 |
|