Ellevest Inc’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
Q2 | – | Sell |
-4
| Closed | -$190 | – | 1423 |
|
|
2023
Q1 | $190 | Sell |
4
-26
| -87% | -$1.24K | ﹤0.01% | 1774 |
|
|
2022
Q4 | $1.43K | Buy |
30
+26
| +650% | +$1.24K | ﹤0.01% | 1442 |
|
|
2022
Q3 | $0 | Sell |
4
-57,980
| -100% | – | ﹤0.01% | 1852 |
|
|
2022
Q2 | $2.74M | Buy |
57,984
+26,986
| +87% | +$1.28M | 0.26% | 32 |
|
|
2022
Q1 | $1.46M | Buy |
30,998
+7,822
| +34% | +$369K | 0.12% | 47 |
|
|
2021
Q4 | $1.14M | Hold |
23,176
| – | – | 0.1% | 52 |
|
|
2021
Q3 | $1.15M | Sell |
23,176
-404
| -2% | -$20K | 0.11% | 47 |
|
|
2021
Q2 | $1.17M | Hold |
23,580
| – | – | 0.12% | 46 |
|
|
2021
Q1 | $1.17M | Hold |
23,580
| – | – | 0.14% | 44 |
|
|
2020
Q4 | $1.17M | Buy |
23,580
+23,576
| +589,400% | +$1.17M | 0.17% | 43 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1323 |
|
|
2020
Q1 | $0 | Sell |
4
-1,190
| -100% | – | ﹤0.01% | 1284 |
|
|
2019
Q4 | $59K | Buy |
1,194
+1,189
| +23,780% | +$58.8K | 0.02% | 157 |
|
|
2019
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 589 |
|
|
2019
Q2 | – | Sell |
-4,217
| Closed | -$9.24M | – | 460 |
|
|
2019
Q1 | $9.24M | Sell |
4,217
-162,098
| -97% | -$355M | 4.4% | 5 |
|
|
2018
Q4 | $8M | Buy |
+166,315
| New | +$8M | 4.06% | 5 |
|