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Confluence Wealth Services’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Confluence Wealth Services’s Portfolio SHM Stock Details SHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,098
Closed -$103K – 996
2021
Q4 		$103K Buy
+2,098
New +$103K 0.03% 331