Joseph P. Lucia & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | -$14K | – | 387 |
|
|
2022
Q2 | $14K | Hold |
300
| – | – | 0.01% | 291 |
|
|
2022
Q1 | $14K | Buy |
+300
| New | +$14K | 0.01% | 299 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$15K | – | 474 |
|
|
2021
Q3 | $15K | Hold |
300
| – | – | 0.01% | 343 |
|
|
2021
Q2 | $15K | Hold |
300
| – | – | 0.01% | 348 |
|
|
2021
Q1 | $15K | Buy |
+300
| New | +$15K | 0.01% | 321 |
|