Clifford Swan Investment Counsel’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 |
-5,152
| Closed | -$238K | – | 303 |
|
|
2023
Q3 | $238K | Hold |
5,152
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $242K | Hold |
5,152
| – | – | 0.01% | 281 |
|
|
2023
Q1 | $245K | Hold |
5,152
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $242K | Hold |
5,152
| – | – | 0.01% | 281 |
|
|
2022
Q3 | $237K | Hold |
5,152
| – | – | 0.01% | 280 |
|
|
2022
Q2 | $243K | Sell |
5,152
-2,150
| -29% | -$101K | 0.01% | 296 |
|
|
2022
Q1 | $346K | Hold |
7,302
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $359K | Hold |
7,302
| – | – | 0.01% | 267 |
|
|
2021
Q3 | $360K | Hold |
7,302
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $363K | Hold |
7,302
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $362K | Buy |
+7,302
| New | +$362K | 0.01% | 254 |
|