Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-149
| Closed | -$7K | – | 179 |
|
|
2022
Q2 | $7K | Buy |
+149
| New | +$7K | ﹤0.01% | 167 |
|
|
2020
Q3 | – | Sell |
-3,125
| Closed | -$156K | – | 158 |
|
|
2020
Q2 | $156K | Hold |
3,125
| – | – | 0.06% | 141 |
|
|
2020
Q1 | $153K | Sell |
3,125
-1,250
| -29% | -$61.2K | 0.08% | 132 |
|
|
2019
Q4 | $215K | Sell |
4,375
-1,356
| -24% | -$66.6K | 0.07% | 139 |
|
|
2019
Q3 | $281K | Hold |
5,731
| – | – | 0.1% | 108 |
|
|
2019
Q2 | $280K | Buy |
+5,731
| New | +$280K | 0.11% | 104 |
|
|
2019
Q1 | – | Sell |
-21,456
| Closed | -$1.03M | – | 143 |
|
|
2018
Q4 | $1.03M | Buy |
+21,456
| New | +$1.03M | 0.43% | 58 |
|