Curi Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,099
| Closed | -$235K | – | 202 |
|
|
2022
Q3 | $235K | Buy |
5,099
+666
| +15% | +$30.7K | 0.04% | 155 |
|
|
2022
Q2 | $210K | Sell |
4,433
-1,495
| -25% | -$70.8K | 0.04% | 111 |
|
|
2022
Q1 | $280K | Buy |
5,928
+1,327
| +29% | +$62.7K | 0.05% | 89 |
|
|
2021
Q4 | $226K | Sell |
4,601
-2,344
| -34% | -$115K | 0.04% | 104 |
|
|
2021
Q3 | $343K | Buy |
6,945
+818
| +13% | +$40.4K | 0.16% | 57 |
|
|
2021
Q2 | $303K | Sell |
6,127
-28
| -0.5% | -$1.39K | 0.15% | 68 |
|
|
2021
Q1 | $305K | Buy |
6,155
+910
| +17% | +$45.1K | 0.19% | 63 |
|
|
2020
Q4 | $261K | Buy |
+5,245
| New | +$261K | 0.19% | 70 |
|