Kelly Financial Services’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
Q3 | – | Sell |
-164
| Closed | -$7.74K | – | 639 |
|
|
2024
Q2 | $7.74K | Sell |
164
-52
| -24% | -$2.45K | ﹤0.01% | 444 |
|
|
2024
Q1 | $10.2K | Sell |
216
-240
| -53% | -$11.4K | ﹤0.01% | 425 |
|
|
2023
Q4 | $21.8K | Buy |
+456
| New | +$21.8K | 0.01% | 298 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 783 |
|
|
2022
Q4 | – | Sell |
-1,849
| Closed | -$85.2K | – | 703 |
|
|
2022
Q3 | $85.2K | Sell |
1,849
-6,727
| -78% | -$310K | 0.05% | 120 |
|
|
2022
Q2 | $405K | Buy |
+8,576
| New | +$405K | 0.21% | 55 |
|