Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.24M | Hold |
44,850
| – | – | 0.48% | 28 |
|
|
2020
Q2 | $2.24M | Hold |
44,850
| – | – | 0.51% | 28 |
|
|
2020
Q1 | $2.19M | Hold |
44,850
| – | – | 0.61% | 24 |
|
|
2019
Q4 | $2.2M | Hold |
44,850
| – | – | 0.53% | 26 |
|
|
2019
Q3 | $2.2M | Hold |
44,850
| – | – | 0.53% | 23 |
|
|
2019
Q2 | $2.2M | Hold |
44,850
| – | – | 0.56% | 23 |
|
|
2019
Q1 | $2.17M | Hold |
44,850
| – | – | 0.61% | 22 |
|
|
2018
Q4 | $2.16M | Sell |
44,850
-70,565
| -61% | -$3.39M | 0.72% | 19 |
|
|
2018
Q3 | $5.5M | Sell |
115,415
-5,200
| -4% | -$248K | 1.64% | 13 |
|
|
2018
Q2 | $5.79M | Sell |
120,615
-9,975
| -8% | -$479K | 1.85% | 12 |
|
|
2018
Q1 | $6.25M | Buy |
130,590
+21,165
| +19% | +$1.01M | 2.06% | 12 |
|
|
2017
Q4 | $5.24M | Buy |
+109,425
| New | +$5.24M | 1.77% | 12 |
|