HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $352K | Hold |
7,271
| – | – | 0.01% | 573 |
|
|
2018
Q4 | $349K | Buy |
+7,271
| New | +$349K | 0.01% | 572 |
|
|
2016
Q4 | – | Sell |
-9,887
| Closed | -$483K | – | 692 |
|
|
2016
Q3 | $483K | Sell |
9,887
-529
| -5% | -$25.8K | 0.01% | 427 |
|
|
2016
Q2 | $511K | Buy |
10,416
+65
| +0.6% | +$3.19K | 0.01% | 422 |
|
|
2016
Q1 | $505K | Sell |
10,351
-311
| -3% | -$15.2K | 0.01% | 425 |
|
|
2015
Q4 | $519K | Sell |
10,662
-661
| -6% | -$32.2K | 0.01% | 432 |
|
|
2015
Q3 | $552K | Sell |
11,323
-4,655
| -29% | -$227K | 0.02% | 395 |
|
|
2015
Q2 | $776K | Buy |
15,978
+1,676
| +12% | +$81.4K | 0.02% | 364 |
|
|
2015
Q1 | $696K | Sell |
14,302
-1,251
| -8% | -$60.9K | 0.02% | 380 |
|
|
2014
Q4 | $756K | Sell |
15,553
-15
| -0.1% | -$729 | 0.02% | 333 |
|
|
2014
Q3 | $760K | Buy |
15,568
+9
| +0.1% | +$439 | 0.02% | 319 |
|
|
2014
Q2 | $757K | Sell |
15,559
-927
| -6% | -$45.1K | 0.02% | 326 |
|
|
2014
Q1 | $800K | Sell |
16,486
-6,547
| -28% | -$318K | 0.02% | 301 |
|
|
2013
Q4 | $1.12M | Buy |
23,033
+7,141
| +45% | +$347K | 0.03% | 239 |
|
|
2013
Q3 | $770K | Sell |
15,892
-1,949
| -11% | -$94.4K | 0.03% | 266 |
|
|
2013
Q2 | $853K | Buy |
+17,841
| New | +$853K | 0.03% | 239 |
|