BOK Financial Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-13,648
| Closed | -$653K | – | 119 |
|
|
2018
Q1 | $653K | Hold |
13,648
| – | – | 0.11% | 50 |
|
|
2017
Q4 | $654K | Sell |
13,648
-4,105
| -23% | -$197K | 0.1% | 51 |
|
|
2017
Q3 | $863K | Hold |
17,753
| – | – | 0.14% | 44 |
|
|
2017
Q2 | $861K | Hold |
17,753
| – | – | 0.12% | 49 |
|
|
2017
Q1 | $860K | Sell |
17,753
-6,127
| -26% | -$297K | 0.12% | 50 |
|
|
2016
Q4 | $1.15M | Sell |
23,880
-732
| -3% | -$35.1K | 0.17% | 42 |
|
|
2016
Q3 | $1.2M | Hold |
24,612
| – | – | 0.18% | 38 |
|
|
2016
Q2 | $1.21M | Buy |
+24,612
| New | +$1.21M | 0.19% | 39 |
|