EWM
Evercore Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-156
| Closed | -$7K | – | 716 |
|
|
2017
Q4 | $7K | Hold |
156
| – | – | ﹤0.01% | 837 |
|
|
2017
Q3 | $8K | Hold |
156
| – | – | ﹤0.01% | 810 |
|
|
2017
Q2 | $8K | Hold |
156
| – | – | ﹤0.01% | 849 |
|
|
2017
Q1 | $8K | Hold |
156
| – | – | ﹤0.01% | 843 |
|
|
2016
Q4 | $7K | Hold |
156
| – | – | ﹤0.01% | 859 |
|
|
2016
Q3 | $8K | Hold |
156
| – | – | ﹤0.01% | 892 |
|
|
2016
Q2 | $8K | Hold |
156
| – | – | ﹤0.01% | 873 |
|
|
2016
Q1 | $8K | Sell |
156
-156
| -50% | -$8K | ﹤0.01% | 825 |
|
|
2015
Q4 | $8K | Hold |
312
| – | – | ﹤0.01% | 880 |
|
|
2015
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 861 |
|
|
2015
Q2 | $8K | Hold |
312
| – | – | ﹤0.01% | 949 |
|
|
2015
Q1 | $8K | Buy |
+312
| New | +$8K | ﹤0.01% | 895 |
|
|
2014
Q4 | – | Sell |
-312
| Closed | -$8K | – | 965 |
|
|
2014
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 834 |
|
|
2014
Q2 | $8K | Hold |
312
| – | – | ﹤0.01% | 864 |
|
|
2014
Q1 | $8K | Hold |
312
| – | – | ﹤0.01% | 835 |
|
|
2013
Q4 | $8K | Hold |
312
| – | – | ﹤0.01% | 772 |
|
|
2013
Q3 | $8K | Buy |
+312
| New | +$8K | ﹤0.01% | 788 |
|