Kraft Davis & Associates’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 |
-5,535
| Closed | -$264K | – | 153 |
|
|
2024
Q3 | $264K | Hold |
5,535
| – | – | 0.08% | 116 |
|
|
2024
Q2 | $263K | Hold |
5,535
| – | – | 0.08% | 119 |
|
|
2024
Q1 | $262K | Hold |
5,535
| – | – | 0.08% | 117 |
|
|
2023
Q4 | $263K | Sell |
5,535
-204
| -4% | -$9.7K | 0.08% | 108 |
|
|
2023
Q3 | $265K | Hold |
5,739
| – | – | 0.1% | 89 |
|
|
2023
Q2 | $269K | Buy |
+5,739
| New | +$269K | 0.09% | 95 |
|
|
2022
Q4 | $271K | Buy |
+5,739
| New | +$271K | 0.11% | 81 |
|