Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,500
| Closed | -$73K | – | 143 |
|
|
2019
Q3 | $73K | Hold |
1,500
| – | – | 0.03% | 136 |
|
|
2019
Q2 | $73K | Buy |
+1,500
| New | +$73K | 0.05% | 160 |
|
|
2018
Q3 | – | Sell |
-2,750
| Closed | -$132K | – | 384 |
|
|
2018
Q2 | $132K | Hold |
2,750
| – | – | 0.09% | 172 |
|
|
2018
Q1 | $132K | Hold |
2,750
| – | – | 0.1% | 169 |
|
|
2017
Q4 | $132K | Hold |
2,750
| – | – | 0.1% | 164 |
|
|
2017
Q3 | $134K | Sell |
2,750
-400
| -13% | -$19.5K | 0.11% | 162 |
|
|
2017
Q2 | $153K | Hold |
3,150
| – | – | 0.13% | 139 |
|
|
2017
Q1 | $153K | Hold |
3,150
| – | – | 0.1% | 137 |
|
|
2016
Q4 | $151K | Buy |
+3,150
| New | +$151K | 0.1% | 137 |
|