CVA Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,115
| Closed | -$52.9K | – | 1298 |
|
|
2024
Q1 | $52.9K | Hold |
1,115
| – | – | 0.01% | 482 |
|
|
2023
Q4 | $53.3K | Buy |
+1,115
| New | +$53.3K | 0.01% | 459 |
|
|
2023
Q3 | – | Sell |
-1,115
| Closed | -$52.5K | – | 818 |
|
|
2023
Q2 | $52.5K | Hold |
1,115
| – | – | 0.01% | 438 |
|
|
2023
Q1 | $53K | Hold |
1,115
| – | – | 0.01% | 430 |
|
|
2022
Q4 | $52.4K | Hold |
1,115
| – | – | 0.01% | 406 |
|
|
2022
Q3 | $51K | Hold |
1,115
| – | – | 0.01% | 359 |
|
|
2022
Q2 | $53K | Hold |
1,115
| – | – | 0.01% | 362 |
|
|
2022
Q1 | $53K | Hold |
1,115
| – | – | 0.01% | 387 |
|
|
2021
Q4 | $55K | Buy |
1,115
+815
| +272% | +$40.2K | 0.01% | 343 |
|
|
2021
Q3 | $15K | Sell |
300
-1,115
| -79% | -$55.8K | 0.01% | 277 |
|
|
2021
Q2 | $70K | Hold |
1,415
| – | – | 0.02% | 299 |
|
|
2021
Q1 | $70K | Buy |
1,415
+1,115
| +372% | +$55.2K | 0.03% | 235 |
|
|
2020
Q4 | $15K | Hold |
300
| – | – | 0.01% | 284 |
|
|
2020
Q3 | $15K | Hold |
300
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $15K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2020
Q1 | $15K | Buy |
+300
| New | +$15K | 0.02% | 217 |
|