Evermay Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,482
| Closed | -$310K | – | 712 |
|
|
2023
Q4 | $310K | Hold |
6,482
| – | – | 0.06% | 143 |
|
|
2023
Q3 | $300K | Hold |
6,482
| – | – | 0.06% | 126 |
|
|
2023
Q2 | $305K | Hold |
6,482
| – | – | 0.06% | 133 |
|
|
2023
Q1 | $308K | Sell |
6,482
-5,310
| -45% | -$252K | 0.06% | 131 |
|
|
2022
Q4 | $554K | Sell |
11,792
-10,173
| -46% | -$478K | 0.11% | 88 |
|
|
2022
Q3 | $1.01M | Sell |
21,965
-62
| -0.3% | -$2.86K | 0.2% | 55 |
|
|
2022
Q2 | $1.04M | Sell |
22,027
-43,266
| -66% | -$2.04M | 0.2% | 55 |
|
|
2022
Q1 | $3.09M | Buy |
65,293
+64,785
| +12,753% | +$3.07M | 0.52% | 22 |
|
|
2021
Q4 | $25K | Buy |
+508
| New | +$25K | ﹤0.01% | 340 |
|