Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $85.6K | Sell |
|
|||||
|
2022
Q4 | $232K | Sell |
|
|||||
|
2022
Q3 | $373K | Hold |
|
|||||
|
2022
Q2 | $382K | Buy |
|
|||||
|
2022
Q1 | $234K | Buy |
|
|||||
|
2021
Q4 | $146K | Sell |
|
|||||
|
2021
Q3 | $169K | Buy |
|
|||||
|
2021
Q2 | $155K | Buy |
|
|||||
|
2021
Q1 | $47K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $51K | Hold |
|
|||||
|
2019
Q3 | $51K | Sell |
|
|||||
|
2019
Q2 | $102K | Sell |
|
|||||
|
2019
Q1 | $531K | Hold |
|
|||||
|
2018
Q4 | $527K | Hold |
|
|||||
|
2018
Q3 | $522K | Hold |
|
|||||
|
2018
Q2 | $526K | Sell |
|
|||||
|
2018
Q1 | $586K | Buy |
|
|||||
|
2017
Q4 | $444K | Buy |
|