FSA Wealth 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
Q1 | $1.89K | Hold |
40
| – | – | ﹤0.01% | 548 |
|
|
2023
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 540 |
|
|
2022
Q3 | – | Sell |
-4,704
| Closed | -$222K | – | 54 |
|
|
2022
Q2 | $222K | Sell |
4,704
-31,643
| -87% | -$1.49M | 0.62% | 21 |
|
|
2022
Q1 | $1.79M | Hold |
36,347
| – | – | 1.04% | 15 |
|
|
2021
Q4 | $1.79M | Sell |
36,347
-1,994
| -5% | -$98.1K | 1.04% | 15 |
|
|
2021
Q3 | $1.89M | Sell |
38,341
-1,140
| -3% | -$56.3K | 1.18% | 15 |
|
|
2021
Q2 | $1.96M | Sell |
39,481
-6,722
| -15% | -$333K | 1.23% | 14 |
|
|
2021
Q1 | $2.29M | Sell |
46,203
-2,918
| -6% | -$145K | 1.53% | 14 |
|
|
2020
Q4 | $2.45M | Sell |
49,121
-447
| -0.9% | -$22.3K | 1.22% | 15 |
|
|
2020
Q3 | $2.47M | Sell |
49,568
-2,923
| -6% | -$146K | 1.59% | 15 |
|
|
2020
Q2 | $2.62M | Sell |
52,491
-2,322
| -4% | -$116K | 1.78% | 14 |
|
|
2020
Q1 | $2.68M | Sell |
54,813
-2,291
| -4% | -$112K | 2.25% | 13 |
|
|
2019
Q4 | $2.8M | Buy |
+57,104
| New | +$2.8M | 1.98% | 12 |
|