Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,175
| Closed | -$59K | – | 672 |
|
|
2020
Q2 | $59K | Hold |
1,175
| – | – | 0.01% | 400 |
|
|
2020
Q1 | $57K | Hold |
1,175
| – | – | 0.02% | 370 |
|
|
2019
Q4 | $58K | Hold |
1,175
| – | – | 0.01% | 406 |
|
|
2019
Q3 | $58K | Hold |
1,175
| – | – | 0.01% | 408 |
|
|
2019
Q2 | $57K | Hold |
1,175
| – | – | 0.01% | 428 |
|
|
2019
Q1 | $57K | Hold |
1,175
| – | – | 0.01% | 515 |
|
|
2018
Q4 | $56K | Sell |
1,175
-78
| -6% | -$3.72K | 0.01% | 474 |
|
|
2018
Q3 | $60K | Buy |
1,253
+78
| +7% | +$3.74K | 0.01% | 495 |
|
|
2018
Q2 | $56K | Hold |
1,175
| – | – | 0.01% | 533 |
|
|
2018
Q1 | $56K | Sell |
1,175
-24
| -2% | -$1.14K | 0.01% | 523 |
|
|
2017
Q4 | $57K | Buy |
1,199
+24
| +2% | +$1.14K | 0.01% | 567 |
|
|
2017
Q3 | $57K | Hold |
1,175
| – | – | 0.01% | 578 |
|
|
2017
Q2 | $57K | Sell |
1,175
-500
| -30% | -$24.3K | 0.01% | 553 |
|
|
2017
Q1 | $81K | Hold |
1,675
| – | – | 0.01% | 483 |
|
|
2016
Q4 | $80K | Hold |
1,675
| – | – | 0.02% | 441 |
|
|
2016
Q3 | $82K | Hold |
1,675
| – | – | 0.02% | 431 |
|
|
2016
Q2 | $82K | Buy |
1,675
+1,175
| +235% | +$57.5K | 0.02% | 413 |
|
|
2016
Q1 | $24K | Buy |
+500
| New | +$24K | 0.01% | 542 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$24K | – | 768 |
|
|
2015
Q2 | $24K | Hold |
500
| – | – | 0.01% | 588 |
|
|
2015
Q1 | $24K | Hold |
500
| – | – | 0.01% | 535 |
|
|
2014
Q4 | $24K | Buy |
+500
| New | +$24K | 0.01% | 487 |
|
|
2013
Q4 | – | Sell |
-29
| Closed | -$1K | – | 493 |
|
|
2013
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 716 |
|