Glenview Trust’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
Q3 | – | Sell |
-11,622
| Closed | -$547K | – | 461 |
|
|
2023
Q2 | $547K | Hold |
11,622
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $553K | Hold |
11,622
| – | – | 0.02% | 306 |
|
|
2022
Q4 | $546K | Hold |
11,622
| – | – | 0.02% | 293 |
|
|
2022
Q3 | $536K | Sell |
11,622
-135
| -1% | -$6.23K | 0.02% | 268 |
|
|
2022
Q2 | $556K | Hold |
11,757
| – | – | 0.02% | 264 |
|
|
2022
Q1 | $556K | Hold |
11,757
| – | – | 0.02% | 282 |
|
|
2021
Q4 | $578K | Hold |
11,757
| – | – | 0.02% | 267 |
|
|
2021
Q3 | $581K | Buy |
11,757
+135
| +1% | +$6.67K | 0.02% | 244 |
|
|
2021
Q2 | $576K | Hold |
11,622
| – | – | 0.02% | 250 |
|
|
2021
Q1 | $576K | Hold |
11,622
| – | – | 0.02% | 238 |
|
|
2020
Q4 | $579K | Hold |
11,622
| – | – | 0.03% | 223 |
|
|
2020
Q3 | $580K | Hold |
11,622
| – | – | 0.03% | 217 |
|
|
2020
Q2 | $580K | Sell |
11,622
-2,418
| -17% | -$121K | 0.03% | 214 |
|
|
2020
Q1 | $687K | Sell |
14,040
-150
| -1% | -$7.34K | 0.05% | 194 |
|
|
2019
Q4 | $697K | Buy |
14,190
+2,368
| +20% | +$116K | 0.04% | 205 |
|
|
2019
Q3 | $579K | Buy |
+11,822
| New | +$579K | 0.04% | 227 |
|
|
2015
Q4 | $295K | Buy |
+6,063
| New | +$295K | 0.03% | 209 |
|