Broadview Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.17M | Sell |
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2021
Q3 | $1.17M | Sell |
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2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.26M | Buy |
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2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.22M | Sell |
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|
2019
Q2 | $1.28M | Sell |
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2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.27M | Sell |
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|
2018
Q3 | $1.77M | Buy |
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2018
Q2 | $1.74M | Buy |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.66M | Buy |
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