Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.24M | Buy |
25,192
+48
| +0.2% | +$2.37K | 0.2% | 64 |
|
|
2021
Q2 | $1.25M | Sell |
25,144
-3,770
| -13% | -$187K | 0.2% | 62 |
|
|
2021
Q1 | $1.43M | Sell |
28,914
-1,359
| -4% | -$67.4K | 0.3% | 44 |
|
|
2020
Q4 | $1.51M | Sell |
30,273
-12,243
| -29% | -$609K | 0.36% | 36 |
|
|
2020
Q3 | $2.12M | Sell |
42,516
-19,779
| -32% | -$986K | 0.6% | 23 |
|
|
2020
Q2 | $3.11M | Buy |
62,295
+61,266
| +5,954% | +$3.05M | 0.81% | 19 |
|
|
2020
Q1 | $50K | Hold |
1,029
| – | – | 0.02% | 295 |
|
|
2019
Q4 | $50K | Hold |
1,029
| – | – | 0.01% | 324 |
|
|
2019
Q3 | $50K | Hold |
1,029
| – | – | 0.02% | 299 |
|
|
2019
Q2 | $50K | Hold |
1,029
| – | – | 0.02% | 302 |
|
|
2019
Q1 | $49K | Hold |
1,029
| – | – | 0.02% | 273 |
|
|
2018
Q4 | $49K | Buy |
+1,029
| New | +$49K | 0.02% | 255 |
|