Carolinas Wealth Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-610
| Closed | -$28.8K | – | 1094 |
|
|
2024
Q2 | $28.8K | Buy |
+610
| New | +$28.8K | 0.01% | 439 |
|
|
2023
Q4 | – | Sell |
-511
| Closed | -$23.6K | – | 1053 |
|
|
2023
Q3 | $23.6K | Buy |
511
+20
| +4% | +$925 | 0.01% | 406 |
|
|
2023
Q2 | $23.1K | Hold |
491
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $23.3K | Hold |
491
| – | – | 0.01% | 464 |
|
|
2022
Q4 | $23.1K | Hold |
491
| – | – | 0.01% | 471 |
|
|
2022
Q3 | $23K | Hold |
491
| – | – | 0.01% | 423 |
|
|
2022
Q2 | $23K | Buy |
+491
| New | +$23K | 0.01% | 429 |
|
|
2022
Q1 | – | Sell |
-491
| Closed | -$24K | – | 1003 |
|
|
2021
Q4 | $24K | Hold |
491
| – | – | 0.01% | 461 |
|
|
2021
Q3 | $24K | Hold |
491
| – | – | 0.01% | 444 |
|
|
2021
Q2 | $24K | Hold |
491
| – | – | 0.01% | 473 |
|
|
2021
Q1 | $24K | Hold |
491
| – | – | 0.01% | 481 |
|
|
2020
Q4 | $24K | Hold |
491
| – | – | 0.01% | 455 |
|
|
2020
Q3 | $24K | Hold |
491
| – | – | 0.01% | 369 |
|
|
2020
Q2 | $24K | Buy |
+491
| New | +$24K | 0.01% | 273 |
|