Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,410
| Closed | -$65.2K | – | 1618 |
|
|
2023
Q3 | $65.2K | Sell |
1,410
-172
| -11% | -$7.95K | ﹤0.01% | 797 |
|
|
2023
Q2 | $74.4K | Hold |
1,582
| – | – | ﹤0.01% | 719 |
|
|
2023
Q1 | $75.2K | Buy |
1,582
+735
| +87% | +$34.9K | 0.01% | 654 |
|
|
2022
Q4 | $39.8K | Buy |
+847
| New | +$39.8K | ﹤0.01% | 801 |
|
|
2020
Q4 | – | Sell |
-1,450
| Closed | -$72K | – | 774 |
|
|
2020
Q3 | $72K | Buy |
+1,450
| New | +$72K | 0.02% | 427 |
|