Grimes & Company’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-5,270
| Closed | -$263K | – | 263 |
|
2020
Q2 | $263K | Hold |
5,270
| – | – | 0.02% | 214 |
|
2020
Q1 | $258K | Hold |
5,270
| – | – | 0.02% | 197 |
|
2019
Q4 | $259K | Hold |
5,270
| – | – | 0.02% | 230 |
|
2019
Q3 | $258K | Hold |
5,270
| – | – | 0.02% | 215 |
|
2019
Q2 | $258K | Hold |
5,270
| – | – | 0.02% | 214 |
|
2019
Q1 | $255K | Hold |
5,270
| – | – | 0.02% | 214 |
|
2018
Q4 | $253K | Buy |
+5,270
| New | +$253K | 0.02% | 197 |
|