Kathmere 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
Q1 | – | Sell |
-456
| Closed | -$23K | – | 360 |
|
|
2020
Q4 | $23K | Hold |
456
| – | – | ﹤0.01% | 280 |
|
|
2020
Q3 | $23K | Buy |
+456
| New | +$23K | 0.01% | 264 |
|
|
2020
Q2 | – | Sell |
-124,783
| Closed | -$6.1M | – | 122 |
|
|
2020
Q1 | $6.1M | Buy |
124,783
+17,142
| +16% | +$838K | 2.21% | 20 |
|
|
2019
Q4 | $5.29M | Buy |
+107,641
| New | +$5.29M | 1.88% | 22 |
|