Berman Capital Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.24M | Buy |
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2021
Q2 | $1.25M | Sell |
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2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.51M | Sell |
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2020
Q3 | $2.12M | Sell |
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|
2020
Q2 | $3.11M | Buy |
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|
2020
Q1 | $50K | Hold |
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|
2019
Q4 | $50K | Hold |
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|
2019
Q3 | $50K | Hold |
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2019
Q2 | $50K | Hold |
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|
2019
Q1 | $49K | Hold |
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|
2018
Q4 | $49K | Buy |
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