Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,800
| Closed | -$85.6K | – | 989 |
|
|
2023
Q1 | $85.6K | Sell |
1,800
-3,140
| -64% | -$149K | 0.01% | 246 |
|
|
2022
Q4 | $232K | Sell |
4,940
-3,150
| -39% | -$148K | 0.04% | 136 |
|
|
2022
Q3 | $373K | Hold |
8,090
| – | – | 0.07% | 90 |
|
|
2022
Q2 | $382K | Buy |
8,090
+3,150
| +64% | +$149K | 0.08% | 73 |
|
|
2022
Q1 | $234K | Buy |
4,940
+1,975
| +67% | +$93.6K | 0.05% | 104 |
|
|
2021
Q4 | $146K | Sell |
2,965
-460
| -13% | -$22.7K | 0.03% | 111 |
|
|
2021
Q3 | $169K | Buy |
3,425
+300
| +10% | +$14.8K | 0.04% | 79 |
|
|
2021
Q2 | $155K | Buy |
3,125
+2,175
| +229% | +$108K | 0.04% | 87 |
|
|
2021
Q1 | $47K | Buy |
+950
| New | +$47K | 0.01% | 156 |
|
|
2020
Q1 | – | Sell |
-1,043
| Closed | -$51K | – | 235 |
|
|
2019
Q4 | $51K | Hold |
1,043
| – | – | 0.02% | 112 |
|
|
2019
Q3 | $51K | Sell |
1,043
-1,042
| -50% | -$51K | 0.02% | 118 |
|
|
2019
Q2 | $102K | Sell |
2,085
-8,871
| -81% | -$434K | 0.03% | 112 |
|
|
2019
Q1 | $531K | Hold |
10,956
| – | – | 0.17% | 28 |
|
|
2018
Q4 | $527K | Hold |
10,956
| – | – | 0.17% | 31 |
|
|
2018
Q3 | $522K | Hold |
10,956
| – | – | 0.44% | 27 |
|
|
2018
Q2 | $526K | Sell |
10,956
-1,292
| -11% | -$62K | 0.49% | 25 |
|
|
2018
Q1 | $586K | Buy |
12,248
+2,983
| +32% | +$143K | 0.57% | 21 |
|
|
2017
Q4 | $444K | Buy |
+9,265
| New | +$444K | 0.43% | 30 |
|