Evermay Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Evermay Wealth Management’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
2024 Q1	–	Sell
2023 Q4	$310K	Hold
2023 Q3	$300K	Hold
2023 Q2	$305K	Hold
2023 Q1	$308K	Sell
2022 Q4	$554K	Sell
2022 Q3	$1.01M	Sell
2022 Q2	$1.04M	Sell
2022 Q1	$3.09M	Buy
2021 Q4	$25K	Buy