Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-130
| Closed | -$6K | – | 1161 |
|
|
2021
Q3 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 1172 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$12K | – | 1046 |
|
|
2018
Q1 | $12K | Hold |
250
| – | – | ﹤0.01% | 661 |
|
|
2017
Q4 | $12K | Hold |
250
| – | – | ﹤0.01% | 638 |
|
|
2017
Q3 | $12K | Hold |
250
| – | – | ﹤0.01% | 607 |
|
|
2017
Q2 | $12K | Hold |
250
| – | – | ﹤0.01% | 540 |
|
|
2017
Q1 | $12K | Hold |
250
| – | – | 0.01% | 442 |
|
|
2016
Q4 | $12K | Hold |
250
| – | – | 0.01% | 407 |
|
|
2016
Q3 | $12K | Hold |
250
| – | – | 0.01% | 450 |
|
|
2016
Q2 | $12K | Buy |
+250
| New | +$12K | 0.01% | 431 |
|