GCA
Gradient Capital Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,684
| Closed | -$319K | – | 88 |
|
|
2018
Q3 | $319K | Sell |
6,684
-1,469
| -18% | -$70.1K | 0.27% | 72 |
|
|
2018
Q2 | $391K | Sell |
8,153
-4,221
| -34% | -$202K | 0.36% | 54 |
|
|
2018
Q1 | $592K | Sell |
12,374
-1,169
| -9% | -$55.9K | 0.59% | 35 |
|
|
2017
Q4 | $649K | Buy |
+13,543
| New | +$649K | 0.67% | 33 |
|