EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,167
| Closed | -$487K | – | 31 |
|
|
2016
Q4 | $487K | Hold |
10,167
| – | – | 0.42% | 24 |
|
|
2016
Q3 | $496K | Hold |
10,167
| – | – | 0.43% | 23 |
|
|
2016
Q2 | $499K | Buy |
+10,167
| New | +$499K | 0.46% | 22 |
|
|
2016
Q1 | – | Sell |
-10,168
| Closed | -$495K | – | 27 |
|
|
2015
Q4 | $495K | Hold |
10,168
| – | – | 0.49% | 23 |
|
|
2015
Q3 | $495K | Buy |
+10,168
| New | +$495K | 0.35% | 69 |
|
|
2015
Q2 | – | Sell |
-10,168
| Closed | -$495K | – | 100 |
|
|
2015
Q1 | $495K | Hold |
10,168
| – | – | 0.37% | 59 |
|
|
2014
Q4 | $493K | Buy |
+10,168
| New | +$493K | 0.39% | 56 |
|