Colonial Trust 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
Q4 | – | Sell |
-10,000
| Closed | -$462K | – | 948 |
|
|
2023
Q3 | $462K | Hold |
10,000
| – | – | 0.05% | 138 |
|
|
2023
Q2 | $471K | Hold |
10,000
| – | – | 0.05% | 142 |
|
|
2023
Q1 | $476K | Hold |
10,000
| – | – | 0.06% | 142 |
|
|
2022
Q4 | $470K | Hold |
10,000
| – | – | 0.06% | 142 |
|
|
2022
Q3 | $461K | Buy |
+10,000
| New | +$461K | 0.06% | 138 |
|