Kingsview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,436
| Closed | -$214K | – | 1175 |
|
|
2024
Q3 | $214K | Sell |
4,436
-235
| -5% | -$11.3K | ﹤0.01% | 1017 |
|
|
2024
Q2 | $220K | Hold |
4,671
| – | – | 0.01% | 952 |
|
|
2024
Q1 | $222K | Hold |
4,671
| – | – | 0.01% | 931 |
|
|
2023
Q4 | $223K | Sell |
4,671
-851
| -15% | -$40.7K | 0.01% | 865 |
|
|
2023
Q3 | $255K | Sell |
5,522
-2,245
| -29% | -$104K | 0.01% | 807 |
|
|
2023
Q2 | $365K | Hold |
7,767
| – | – | 0.01% | 681 |
|
|
2023
Q1 | $369K | Sell |
7,767
-1,857
| -19% | -$88.3K | 0.02% | 655 |
|
|
2022
Q4 | $452K | Sell |
9,624
-7,606
| -44% | -$357K | 0.02% | 543 |
|
|
2022
Q3 | $794K | Sell |
17,230
-240
| -1% | -$11.1K | 0.04% | 385 |
|
|
2022
Q2 | $826K | Buy |
17,470
+1,850
| +12% | +$87.5K | 0.04% | 415 |
|
|
2022
Q1 | $739K | Buy |
15,620
+470
| +3% | +$22.2K | 0.03% | 479 |
|
|
2021
Q4 | $745K | Hold |
15,150
| – | – | 0.03% | 477 |
|
|
2021
Q3 | $748K | Hold |
15,150
| – | – | 0.04% | 454 |
|
|
2021
Q2 | $750K | Buy |
+15,150
| New | +$750K | 0.04% | 451 |
|