Capital Insight Partners’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
Q3 | – | Sell |
-9,795
| Closed | -$463K | – | 152 |
|
|
2022
Q2 | $463K | Hold |
9,795
| – | – | 0.11% | 127 |
|
|
2022
Q1 | $464K | Sell |
9,795
-364
| -4% | -$17.2K | 0.09% | 132 |
|
|
2021
Q4 | $500K | Sell |
10,159
-135
| -1% | -$6.64K | 0.1% | 124 |
|
|
2021
Q3 | $509K | Buy |
10,294
+134
| +1% | +$6.63K | 0.11% | 127 |
|
|
2021
Q2 | $504K | Hold |
10,160
| – | – | 0.11% | 125 |
|
|
2021
Q1 | $504K | Hold |
10,160
| – | – | 0.12% | 125 |
|
|
2020
Q4 | $506K | Hold |
10,160
| – | – | 0.13% | 124 |
|
|
2020
Q3 | $507K | Buy |
+10,160
| New | +$507K | 0.14% | 123 |
|