Cozad Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,400
| Closed | -$218K | – | 358 |
|
|
2021
Q2 | $218K | Hold |
4,400
| – | – | 0.03% | 321 |
|
|
2021
Q1 | $218K | Hold |
4,400
| – | – | 0.04% | 325 |
|
|
2020
Q4 | $219K | Sell |
4,400
-1,725
| -28% | -$85.9K | 0.04% | 301 |
|
|
2020
Q3 | $305K | Hold |
6,125
| – | – | 0.06% | 248 |
|
|
2020
Q2 | $305K | Buy |
+6,125
| New | +$305K | 0.06% | 244 |
|