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Capital One Financial’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Capital One Financial’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$920K Sell
19,434
-74,275
-79% -$3.58M 0.65% 38
2021
Q4 		$4.61M Sell
93,709
-86,266
-48% -$4.25M 0.56% 34
2021
Q3 		$8.89M Buy
179,975
+12,708
+8% +$630K 1.1% 21
2021
Q2 		$8.29M Sell
167,267
-16,095
-9% -$798K 1.01% 20
2021
Q1 		$9.09M Buy
183,362
+15,841
+9% +$787K 1.18% 19
2020
Q4 		$8.34M Buy
167,521
+88,156
+111% +$4.39M 1.11% 20
2020
Q3 		$3.96M Buy
79,365
+21,562
+37% +$1.08M 0.5% 31
2020
Q2 		$2.88M Sell
57,803
-2,513
-4% -$124K 0.39% 43
2020
Q1 		$2.95M Buy
+60,316
New +$2.95M 0.48% 44

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RJA
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Mercer Global Advisors
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Goldman Sachs
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UCFA
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Wells Fargo
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Northwestern Mutual Wealth Management
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AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return