DFPG Investments’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
2023
Q4
$398K Sell
8,304
-838
-9% -$40.1K 0.03% 456
2023
Q3
$427K Sell
9,142
-358
-4% -$16.7K 0.04% 389
2023
Q2
$448K Sell
9,500
-1,889
-17% -$89.1K 0.04% 403
2023
Q1
$542K Buy
11,389
+1,594
+16% +$75.8K 0.06% 328
2022
Q4
$464K Buy
+9,795
New +$464K 0.08% 271