Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-227
| Closed | -$10K | – | 1103 |
|
|
2024
Q3 | $10K | Buy |
227
+2
| +0.9% | +$88 | ﹤0.01% | 818 |
|
|
2024
Q2 | $10K | Buy |
225
+1
| +0.4% | +$44 | ﹤0.01% | 816 |
|
|
2024
Q1 | $10.7K | Hold |
224
| – | – | ﹤0.01% | 798 |
|
|
2023
Q4 | $10K | Buy |
224
+1
| +0.4% | +$45 | ﹤0.01% | 772 |
|
|
2023
Q3 | $10.3K | Buy |
+223
| New | +$10.3K | ﹤0.01% | 778 |
|
|
2023
Q1 | $11K | Buy |
+222
| New | +$11K | ﹤0.01% | 789 |
|
|
2022
Q4 | – | Sell |
-343
| Closed | -$15K | – | 985 |
|
|
2022
Q3 | $15K | Buy |
+343
| New | +$15K | 0.01% | 653 |
|