Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.04M | Sell |
21,541
-34
| -0.2% | -$1.65K | 0.35% | 79 |
|
|
2016
Q4 | $1.03M | Sell |
21,575
-300
| -1% | -$14.4K | 0.39% | 76 |
|
|
2016
Q3 | $1.07M | Sell |
21,875
-200
| -0.9% | -$9.77K | 0.38% | 67 |
|
|
2016
Q2 | $1.08M | Hold |
22,075
| – | – | 0.42% | 58 |
|
|
2016
Q1 | $1.08M | Sell |
22,075
-600
| -3% | -$29.3K | 0.45% | 55 |
|
|
2015
Q4 | $1.11M | Sell |
22,675
-300
| -1% | -$14.6K | 0.48% | 51 |
|
|
2015
Q3 | $1.12M | Hold |
22,975
| – | – | 0.49% | 50 |
|
|
2015
Q2 | $1.12M | Buy |
22,975
+951
| +4% | +$46.2K | 0.43% | 55 |
|
|
2015
Q1 | $1.07M | Buy |
+22,024
| New | +$1.07M | 0.45% | 51 |
|