Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.1M | Buy |
44,248
+798
| +2% | +$37.8K | 1.07% | 28 |
|
|
2024
Q3 | $2.09M | Sell |
43,450
-1,893
| -4% | -$91.1K | 1.2% | 23 |
|
|
2024
Q2 | $2.14M | Sell |
45,343
-21,539
| -32% | -$1.02M | 1.35% | 23 |
|
|
2024
Q1 | $3.17M | Sell |
66,882
-39,310
| -37% | -$1.86M | 2.03% | 16 |
|
|
2023
Q4 | $5.07M | Sell |
106,192
-32,631
| -24% | -$1.56M | 3.6% | 6 |
|
|
2023
Q3 | $6.42M | Buy |
138,823
+546
| +0.4% | +$25.2K | 5.08% | 5 |
|
|
2023
Q2 | $6.51M | Buy |
138,277
+1,506
| +1% | +$70.9K | 4.99% | 5 |
|
|
2023
Q1 | $6.5M | Buy |
136,771
+6,346
| +5% | +$302K | 5.13% | 5 |
|
|
2022
Q4 | $6.13M | Buy |
+130,425
| New | +$6.13M | 5.12% | 3 |
|