Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,309
| Closed | -$162K | – | 434 |
|
|
2019
Q2 | $162K | Hold |
3,309
| – | – | 0.01% | 146 |
|
|
2019
Q1 | $160K | Hold |
3,309
| – | – | 0.01% | 152 |
|
|
2018
Q4 | $159K | Hold |
3,309
| – | – | 0.01% | 154 |
|
|
2018
Q3 | $158K | Hold |
3,309
| – | – | 0.01% | 175 |
|
|
2018
Q2 | $159K | Hold |
3,309
| – | – | 0.01% | 150 |
|
|
2018
Q1 | $158K | Buy |
+3,309
| New | +$158K | 0.01% | 153 |
|
|
2017
Q3 | – | Sell |
-6,436
| Closed | -$312K | – | 156 |
|
|
2017
Q2 | $312K | Buy |
+6,436
| New | +$312K | 0.02% | 132 |
|