HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,475
| Closed | -$70K | – | 782 |
|
|
2022
Q2 | $70K | Hold |
1,475
| – | – | 0.02% | 233 |
|
|
2022
Q1 | $70K | Hold |
1,475
| – | – | 0.02% | 258 |
|
|
2021
Q4 | $73K | Hold |
1,475
| – | – | 0.02% | 263 |
|
|
2021
Q3 | $73K | Hold |
1,475
| – | – | 0.02% | 248 |
|
|
2021
Q2 | $73K | Hold |
1,475
| – | – | 0.02% | 246 |
|
|
2021
Q1 | $73K | Hold |
1,475
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $73K | Hold |
1,475
| – | – | 0.03% | 211 |
|
|
2020
Q3 | $74K | Hold |
1,475
| – | – | 0.03% | 185 |
|
|
2020
Q2 | $74K | Hold |
1,475
| – | – | 0.03% | 187 |
|
|
2020
Q1 | $72K | Buy |
+1,475
| New | +$72K | 0.04% | 167 |
|