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Heritage Wealth Management (Arizona)’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$29.2K Buy
621
+310
+100% +$14.6K ﹤0.01% 586
2022
Q3 		$14K Hold
311
– – ﹤0.01% 603
2022
Q2 		$14.7K Hold
311
– – ﹤0.01% 603
2022
Q1 		$15K Buy
+311
New +$15K ﹤0.01% 655
2021
Q3 		$33K Hold
673
– – 0.01% 502
2021
Q2 		$33K Buy
+673
New +$33K 0.01% 506