Capital Directions Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $193K | Buy |
+4,118
| New | +$193K | 0.07% | 62 |
|
|
2022
Q3 | – | Sell |
-718
| Closed | -$34K | – | 133 |
|
|
2022
Q2 | $34K | Sell |
718
-2,008
| -74% | -$95.1K | 0.01% | 147 |
|
|
2022
Q1 | $129K | Buy |
+2,726
| New | +$129K | 0.04% | 84 |
|
|
2021
Q4 | – | Sell |
-153
| Closed | -$8K | – | 193 |
|
|
2021
Q3 | $8K | Buy |
+153
| New | +$8K | ﹤0.01% | 239 |
|