Everhart Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,526
| Closed | -$762K | – | 223 |
|
|
2022
Q3 | $762K | Buy |
+16,526
| New | +$762K | 0.42% | 43 |
|
|
2022
Q2 | – | Sell |
-12,078
| Closed | -$572K | – | 193 |
|
|
2022
Q1 | $572K | Buy |
+12,078
| New | +$572K | 0.33% | 64 |
|
|
2021
Q3 | – | Sell |
-4,443
| Closed | -$220K | – | 108 |
|
|
2021
Q2 | $220K | Sell |
4,443
-68
| -2% | -$3.37K | 0.15% | 89 |
|
|
2021
Q1 | $224K | Hold |
4,511
| – | – | 0.2% | 72 |
|
|
2020
Q4 | $225K | Buy |
+4,511
| New | +$225K | 0.21% | 72 |
|