Global Wealth Management Investment Advisory’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 | – | Sell |
-4,700
| Closed | -$225K | – | 381 |
|
|
2023
Q4 | $225K | Hold |
4,700
| – | – | 0.06% | 127 |
|
|
2023
Q3 | $217K | Hold |
4,700
| – | – | 0.06% | 130 |
|
|
2023
Q2 | $221K | Buy |
4,700
+12
| +0.3% | +$565 | 0.06% | 132 |
|
|
2023
Q1 | $223K | Hold |
4,688
| – | – | 0.07% | 129 |
|
|
2022
Q4 | $220K | Buy |
4,688
+268
| +6% | +$12.6K | 0.07% | 125 |
|
|
2022
Q3 | $204K | Hold |
4,420
| – | – | 0.07% | 131 |
|
|
2022
Q2 | $209K | Buy |
4,420
+92
| +2% | +$4.35K | 0.07% | 133 |
|
|
2022
Q1 | $205K | Buy |
4,328
+95
| +2% | +$4.5K | 0.06% | 139 |
|
|
2021
Q4 | $208K | Hold |
4,233
| – | – | 0.06% | 138 |
|
|
2021
Q3 | $209K | Buy |
4,233
+202
| +5% | +$9.97K | 0.07% | 134 |
|
|
2021
Q2 | $200K | Hold |
4,031
| – | – | 0.07% | 127 |
|
|
2021
Q1 | $200K | Buy |
4,031
+1,904
| +90% | +$94.5K | 0.07% | 115 |
|
|
2020
Q4 | $106K | Hold |
2,127
| – | – | 0.04% | 138 |
|
|
2020
Q3 | $106K | Buy |
+2,127
| New | +$106K | 0.05% | 130 |
|