Bedel Financial Consulting’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 | – | Sell |
-616
| Closed | -$29K | – | 761 |
|
2022
Q1 | $29K | Hold |
616
| – | – | 0.01% | 493 |
|
2021
Q4 | $30K | Hold |
616
| – | – | 0.01% | 495 |
|
2021
Q3 | $30K | Hold |
616
| – | – | 0.01% | 476 |
|
2021
Q2 | $31K | Buy |
+616
| New | +$31K | 0.01% | 474 |
|
2018
Q4 | – | Sell |
-63
| Closed | -$2K | – | 711 |
|
2018
Q3 | $2K | Sell |
63
-616
| -91% | -$19.6K | ﹤0.01% | 624 |
|
2018
Q2 | $33K | Hold |
679
| – | – | 0.02% | 310 |
|
2018
Q1 | $32K | Buy |
+679
| New | +$32K | 0.02% | 320 |
|