BerganKDV Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $830K | Sell |
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|
2023
Q1 | $844K | Buy |
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|
2022
Q4 | $807K | Sell |
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|
2022
Q3 | $810K | Sell |
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|
2022
Q2 | $894K | Sell |
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|
2022
Q1 | $935K | Buy |
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|
2021
Q4 | $930K | Buy |
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|
2021
Q3 | $800K | Buy |
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|
2021
Q2 | $718K | Sell |
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|
2021
Q1 | $762K | Buy |
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|
2020
Q4 | $671K | Buy |
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|
2020
Q3 | $667K | Buy |
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|
2020
Q2 | $599K | Buy |
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|
2020
Q1 | $513K | Sell |
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|
2019
Q4 | $560K | Buy |
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|
2019
Q3 | $512K | Buy |
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|
2019
Q2 | $507K | Buy |
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|
2019
Q1 | $356K | Buy |
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|
2018
Q4 | $234K | Sell |
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|
2018
Q3 | $677K | Buy |
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|
2018
Q2 | $653K | Buy |
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|
2018
Q1 | $603K | Buy |
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|
2017
Q4 | $474K | Buy |
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|
2017
Q3 | $456K | Hold |
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|
2017
Q2 | $455K | Buy |
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|
2017
Q1 | $452K | Buy |
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|
2016
Q4 | $405K | Sell |
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|
2016
Q3 | $645K | Buy |
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|
2016
Q2 | $202K | Buy |
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