Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$46K | – | 1350 |
|
|
2022
Q3 | $46K | Sell |
1,000
-30,549
| -97% | -$1.41M | 0.01% | 571 |
|
|
2022
Q2 | $1.49M | Buy |
31,549
+31,339
| +14,923% | +$1.48M | 0.24% | 86 |
|
|
2022
Q1 | $10K | Hold |
210
| – | – | ﹤0.01% | 913 |
|
|
2021
Q4 | $10K | Hold |
210
| – | – | ﹤0.01% | 909 |
|
|
2021
Q3 | $10K | Sell |
210
-233
| -53% | -$11.1K | ﹤0.01% | 1023 |
|
|
2021
Q2 | $22K | Sell |
443
-43
| -9% | -$2.14K | ﹤0.01% | 828 |
|
|
2021
Q1 | $24K | Sell |
486
-1,172
| -71% | -$57.9K | ﹤0.01% | 741 |
|
|
2020
Q4 | $83K | Buy |
1,658
+1,448
| +690% | +$72.5K | 0.02% | 415 |
|
|
2020
Q3 | $10K | Sell |
210
-1,762
| -89% | -$83.9K | ﹤0.01% | 807 |
|
|
2020
Q2 | $98K | Buy |
+1,972
| New | +$98K | 0.03% | 292 |
|
|
2017
Q2 | – | Sell |
-228
| Closed | -$11K | – | 829 |
|
|
2017
Q1 | $11K | Sell |
228
-2,777
| -92% | -$134K | 0.01% | 391 |
|
|
2016
Q4 | $144K | Buy |
+3,005
| New | +$144K | 0.12% | 138 |
|