Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,255
| Closed | -$201K | – | 405 |
|
|
2022
Q1 | $201K | Buy |
+4,255
| New | +$201K | 0.03% | 375 |
|
|
2021
Q4 | – | Sell |
-7,173
| Closed | -$354K | – | 416 |
|
|
2021
Q3 | $354K | Sell |
7,173
-64
| -0.9% | -$3.16K | 0.09% | 175 |
|
|
2021
Q2 | $359K | Buy |
7,237
+1,271
| +21% | +$63K | 0.09% | 179 |
|
|
2021
Q1 | $296K | Sell |
5,966
-6,714
| -53% | -$333K | 0.1% | 169 |
|
|
2020
Q4 | $631K | Buy |
12,680
+3,280
| +35% | +$163K | 0.13% | 163 |
|
|
2020
Q3 | $469K | Hold |
9,400
| – | – | 0.21% | 112 |
|
|
2020
Q2 | $469K | Buy |
9,400
+965
| +11% | +$48.1K | 0.24% | 102 |
|
|
2020
Q1 | $412K | Buy |
8,435
+2,842
| +51% | +$139K | 0.27% | 98 |
|
|
2019
Q4 | $275K | Buy |
+5,593
| New | +$275K | 0.17% | 132 |
|