Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-90
| Closed | -$4K | – | 1231 |
|
|
2016
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 981 |
|
|
2016
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 998 |
|
|
2016
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 978 |
|
|
2016
Q1 | $4K | Sell |
90
-1
| -1% | -$44 | ﹤0.01% | 952 |
|
|
2015
Q4 | $4K | Hold |
91
| – | – | ﹤0.01% | 914 |
|
|
2015
Q3 | $4K | Hold |
91
| – | – | ﹤0.01% | 889 |
|
|
2015
Q2 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 901 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$10K | – | 937 |
|
|
2014
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 604 |
|
|
2014
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 537 |
|
|
2013
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 528 |
|
|
2013
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 545 |
|
|
2013
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 429 |
|