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Everhart Financial Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Everhart Financial Group’s Portfolio SHM Stock Details SHM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
2022
Q3 		$762K Buy
2022
Q2 		– Sell
2022
Q1 		$572K Buy
2021
Q3 		– Sell
2021
Q2 		$220K Sell
2021
Q1 		$224K Hold
2020
Q4 		$225K Buy