Hoxton Planning & Management’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
2023
Q2
Sell
-37,024
Closed -$1.76M 163
2023
Q1
$1.76M Sell
37,024
-17,768
-32% -$845K 0.97% 20
2022
Q4
$2.57M Buy
+54,792
New +$2.57M 1.37% 13