Holistic Financial Partners’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
2018
Q2
Sell
-462
Closed -$22K 312
2018
Q1
$22K Hold
462
0.02% 269
2017
Q4
$22K Buy
+462
New +$22K 0.02% 276