Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-420
| Closed | -$19.7K | – | 710 |
|
|
2022
Q4 | $19.7K | Hold |
420
| – | – | 0.02% | 251 |
|
|
2022
Q3 | $19K | Sell |
420
-1,360
| -76% | -$61.5K | 0.02% | 261 |
|
|
2022
Q2 | $84K | Hold |
1,780
| – | – | 0.06% | 136 |
|
|
2022
Q1 | $84K | Sell |
1,780
-140
| -7% | -$6.61K | 0.06% | 150 |
|
|
2021
Q4 | $94K | Sell |
1,920
-4,480
| -70% | -$219K | 0.06% | 158 |
|
|
2021
Q3 | $316K | Hold |
6,400
| – | – | 0.2% | 94 |
|
|
2021
Q2 | $317K | Sell |
6,400
-1,950
| -23% | -$96.6K | 0.2% | 91 |
|
|
2021
Q1 | $414K | Sell |
8,350
-7,754
| -48% | -$384K | 0.27% | 76 |
|
|
2020
Q4 | $802K | Buy |
+16,104
| New | +$802K | 0.54% | 42 |
|