Financial Council’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,307
| Closed | -$205K | – | 73 |
|
|
2023
Q1 | $205K | Hold |
4,307
| – | – | 0.17% | 67 |
|
|
2022
Q4 | $202K | Sell |
4,307
-15,615
| -78% | -$734K | 0.13% | 70 |
|
|
2022
Q3 | $918K | Sell |
19,922
-148
| -0.7% | -$6.82K | 1.06% | 20 |
|
|
2022
Q2 | $949K | Hold |
20,070
| – | – | 1.18% | 20 |
|
|
2022
Q1 | $950K | Sell |
20,070
-1,192
| -6% | -$56.4K | 1.15% | 21 |
|
|
2021
Q4 | $1.05M | Buy |
21,262
+873
| +4% | +$42.9K | 1.25% | 18 |
|
|
2021
Q3 | $1.01M | Buy |
+20,389
| New | +$1.01M | 1.42% | 17 |
|