Goodwin 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,306
| Closed | -$108K | – | 191 |
|
2022
Q4 | $108K | Sell |
2,306
-3,865
| -63% | -$182K | 0.08% | 59 |
|
2022
Q3 | $284K | Buy |
6,171
+108
| +2% | +$4.97K | 0.21% | 39 |
|
2022
Q2 | $287K | Buy |
6,063
+5,541
| +1,061% | +$262K | 0.22% | 34 |
|
2022
Q1 | $25K | Sell |
522
-2,149
| -80% | -$103K | 0.02% | 114 |
|
2021
Q4 | $132K | Buy |
+2,671
| New | +$132K | 0.1% | 46 |
|