Clear Point 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
2024
Q4
Sell
-522
Closed -$25.1K 460
2024
Q3
$25.1K Buy
522
+2
+0.4% +$96 0.02% 267
2024
Q2
$24.5K Buy
520
+3
+0.6% +$141 0.02% 254
2024
Q1
$24.5K Buy
517
+1
+0.2% +$47 0.02% 264
2023
Q4
$24.7K Buy
+516
New +$24.7K 0.02% 249