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Concord Wealth Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Concord Wealth Partners’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-37
Closed -$1.74K – 1192
2022
Q4 		$1.74K Buy
+37
New +$1.74K ﹤0.01% 968