Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $200K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $240K | Hold |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $239K | Hold |
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|
2016
Q4 | $237K | Sell |
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|
2016
Q3 | $288K | Sell |
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|
2016
Q2 | $321K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $248K | Buy |
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|
2015
Q3 | $247K | Buy |
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|
2015
Q2 | $246K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $244K | Buy |
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|
2014
Q1 | $243K | Buy |
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