Laurel Wealth Planning’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 |
-6,214
| Closed | -$293K | – | 56 |
|
|
2024
Q2 | $293K | Sell |
6,214
-14,379
| -70% | -$678K | 0.2% | 44 |
|
|
2024
Q1 | $977K | Sell |
20,593
-3,705
| -15% | -$176K | 0.65% | 33 |
|
|
2023
Q4 | $1.16M | Sell |
24,298
-604
| -2% | -$28.9K | 0.82% | 31 |
|
|
2023
Q3 | $1.15M | Sell |
24,902
-465
| -2% | -$21.5K | 0.9% | 30 |
|
|
2023
Q2 | $1.19M | Buy |
25,367
+828
| +3% | +$39K | 0.85% | 33 |
|
|
2023
Q1 | $1.17M | Buy |
24,539
+1,700
| +7% | +$80.8K | 0.77% | 37 |
|
|
2022
Q4 | $1.07M | Buy |
22,839
+280
| +1% | +$13.2K | 0.69% | 38 |
|
|
2022
Q3 | $1.04M | Sell |
22,559
-3,519
| -13% | -$162K | 0.77% | 35 |
|
|
2022
Q2 | $1.23M | Buy |
26,078
+12,400
| +91% | +$586K | 0.87% | 32 |
|
|
2022
Q1 | $647K | Buy |
13,678
+9,299
| +212% | +$440K | 0.44% | 44 |
|
|
2021
Q4 | $215K | Buy |
4,379
+3,021
| +222% | +$148K | 0.16% | 62 |
|
|
2021
Q3 | $67K | Buy |
+1,358
| New | +$67K | 0.05% | 83 |
|