Goelzer Investment 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
Q3 | – | Sell |
-5,152
| Closed | -$243K | – | 234 |
|
|
2024
Q2 | $243K | Hold |
5,152
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $244K | Buy |
+5,152
| New | +$244K | 0.01% | 229 |
|
|
2015
Q4 | – | Sell |
-9,405
| Closed | -$458K | – | 210 |
|
|
2015
Q3 | $458K | Hold |
9,405
| – | – | 0.07% | 161 |
|
|
2015
Q2 | $457K | Buy |
+9,405
| New | +$457K | 0.07% | 164 |
|