Compass Financial Group (Florida)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $273K | Hold |
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|
2019
Q2 | $273K | Sell |
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|
2019
Q1 | $521K | Hold |
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|
2018
Q4 | $517K | Hold |
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|
2018
Q3 | $513K | Hold |
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|
2018
Q2 | $516K | Sell |
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|
2018
Q1 | $665K | Sell |
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|
2017
Q4 | $1.17M | Buy |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $1.44M | Hold |
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|
2017
Q1 | $1.44M | Buy |
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|
2016
Q4 | $1.18M | Buy |
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