Bernicke 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,106
| Closed | -$201K | – | 38 |
|
|
2016
Q3 | $201K | Sell |
4,106
-64
| -2% | -$3.13K | 0.17% | 39 |
|
|
2016
Q2 | $205K | Sell |
4,170
-68
| -2% | -$3.34K | 0.18% | 38 |
|
|
2016
Q1 | $207K | Sell |
4,238
-1
| -0% | -$49 | 0.19% | 38 |
|
|
2015
Q4 | $207K | Hold |
4,239
| – | – | 0.2% | 38 |
|
|
2015
Q3 | $207K | Sell |
4,239
-62
| -1% | -$3.03K | 0.21% | 37 |
|
|
2015
Q2 | $209K | Hold |
4,301
| – | – | 0.2% | 41 |
|
|
2015
Q1 | $209K | Sell |
4,301
-617
| -13% | -$30K | 0.22% | 43 |
|
|
2014
Q4 | $239K | Buy |
+4,918
| New | +$239K | 0.23% | 45 |
|