Glassman Wealth Services’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
Q1 | – | Sell |
-1,051
| Closed | -$52K | – | 1917 |
|
|
2021
Q4 | $52K | Buy |
+1,051
| New | +$52K | 0.01% | 366 |
|
|
2017
Q4 | – | Sell |
-634
| Closed | -$31K | – | 777 |
|
|
2017
Q3 | $31K | Hold |
634
| – | – | 0.02% | 188 |
|
|
2017
Q2 | $31K | Hold |
634
| – | – | 0.02% | 190 |
|
|
2017
Q1 | $31K | Hold |
634
| – | – | 0.02% | 207 |
|
|
2016
Q4 | $30K | Sell |
634
-1,700
| -73% | -$80.4K | 0.02% | 216 |
|
|
2016
Q3 | $114K | Sell |
2,334
-265
| -10% | -$12.9K | 0.1% | 92 |
|
|
2016
Q2 | $128K | Hold |
2,599
| – | – | 0.11% | 82 |
|
|
2016
Q1 | $127K | Sell |
2,599
-3,135
| -55% | -$153K | 0.12% | 93 |
|
|
2015
Q4 | $279K | Buy |
5,734
+1,164
| +25% | +$56.6K | 0.25% | 46 |
|
|
2015
Q3 | $223K | Hold |
4,570
| – | – | 0.2% | 57 |
|
|
2015
Q2 | $222K | Hold |
4,570
| – | – | 0.18% | 59 |
|
|
2015
Q1 | $222K | Hold |
4,570
| – | – | 0.18% | 59 |
|
|
2014
Q4 | $222K | Buy |
+4,570
| New | +$222K | 0.16% | 67 |
|