Family Asset 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
Q3 | – | Hold |
0
| – | -$7 | – | 209 |
|
|
2024
Q2 | – | Hold |
0
| – | -$7 | – | 210 |
|
|
2024
Q1 | – | Hold |
0
| – | -$7 | – | 188 |
|
|
2023
Q4 | – | Sell |
-38
| Closed | -$1.76K | – | 185 |
|
|
2023
Q3 | $1.76K | Hold |
38
| – | – | ﹤0.01% | 170 |
|
|
2023
Q2 | $1.8K | Sell |
38
-119
| -76% | -$5.62K | ﹤0.01% | 177 |
|
|
2023
Q1 | $7.47K | Sell |
157
-16,896
| -99% | -$804K | 0.01% | 156 |
|
|
2022
Q4 | $801K | Buy |
+17,053
| New | +$801K | 0.67% | 39 |
|