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BT Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

BT Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,116
Closed -$205K – 63
2020
Q2 		$205K Hold
4,116
– – 0.1% 53
2020
Q1 		$201K Buy
+4,116
New +$201K 0.12% 50