Lake Street Private Wealth’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
Q4 | – | Sell |
-7,426
| Closed | -$342K | – | 297 |
|
|
2022
Q3 | $342K | Sell |
7,426
-1,340
| -15% | -$61.7K | 0.08% | 203 |
|
|
2022
Q2 | $414K | Buy |
+8,766
| New | +$414K | 0.09% | 184 |
|
|
2022
Q1 | – | Sell |
-42,173
| Closed | -$2.07M | – | 348 |
|
|
2021
Q4 | $2.07M | Sell |
42,173
-158
| -0.4% | -$7.77K | 0.36% | 75 |
|
|
2021
Q3 | $2.09M | Sell |
42,331
-2,021
| -5% | -$99.8K | 0.51% | 60 |
|
|
2021
Q2 | $2.2M | Buy |
44,352
+2,266
| +5% | +$112K | 0.56% | 55 |
|
|
2021
Q1 | $2.09M | Sell |
42,086
-4,593
| -10% | -$228K | 0.58% | 50 |
|
|
2020
Q4 | $2.32M | Sell |
46,679
-10,387
| -18% | -$517K | 0.67% | 43 |
|
|
2020
Q3 | $2.85M | Buy |
57,066
+435
| +0.8% | +$21.7K | 0.96% | 32 |
|
|
2020
Q2 | $2.82M | Buy |
56,631
+3,697
| +7% | +$184K | 1.05% | 28 |
|
|
2020
Q1 | $2.59M | Buy |
52,934
+12,378
| +31% | +$605K | 1.18% | 25 |
|
|
2019
Q4 | $1.99M | Buy |
40,556
+16,474
| +68% | +$809K | 0.76% | 48 |
|
|
2019
Q3 | $1.18M | Buy |
+24,082
| New | +$1.18M | 0.54% | 64 |
|