Financial Gravity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-77
| Closed | -$4K | – | 1686 |
|
|
2019
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 761 |
|
|
2019
Q2 | $4K | Sell |
77
-44
| -36% | -$2.29K | ﹤0.01% | 747 |
|
|
2019
Q1 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 657 |
|
|
2018
Q3 | $6K | Sell |
134
-7
| -5% | -$313 | 0.01% | 699 |
|
|
2018
Q2 | $7K | Hold |
141
| – | – | 0.01% | 661 |
|
|
2018
Q1 | $7K | Buy |
+141
| New | +$7K | 0.01% | 648 |
|