Denver PWM’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,111
| Closed | -$246K | – | 81 |
|
|
2020
Q1 | $246K | Buy |
5,111
+166
| +3% | +$7.99K | 0.18% | 60 |
|
|
2019
Q4 | $243K | Buy |
4,945
+28
| +0.6% | +$1.38K | 0.14% | 65 |
|
|
2019
Q3 | $241K | Buy |
4,917
+9
| +0.2% | +$440 | 0.14% | 62 |
|
|
2019
Q2 | $242K | Buy |
+4,908
| New | +$242K | 0.15% | 63 |
|
|
2018
Q1 | $441K | Sell |
9,251
-688
| -7% | -$32.8K | 0.39% | 34 |
|
|
2017
Q4 | $476K | Buy |
9,939
+682
| +7% | +$32.7K | 0.36% | 43 |
|
|
2017
Q3 | $449K | Buy |
+9,257
| New | +$449K | 0.35% | 39 |
|