KM 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-14,507
| Closed | -$685K | – | 47 |
|
2024
Q2 | $685K | Sell |
14,507
-2,761
| -16% | -$130K | 0.35% | 32 |
|
2024
Q1 | $819K | Buy |
17,268
+242
| +1% | +$11.5K | 0.45% | 30 |
|
2023
Q4 | $814K | Buy |
17,026
+194
| +1% | +$9.27K | 0.47% | 30 |
|
2023
Q3 | $778K | Sell |
16,832
-50,971
| -75% | -$2.36M | 0.53% | 28 |
|
2023
Q2 | $3.19M | Buy |
+67,803
| New | +$3.19M | 2.3% | 12 |
|