Lenox Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.49M | Sell |
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|
2021
Q4 | $3.67M | Sell |
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|
2021
Q3 | $3.7M | Sell |
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|
2021
Q2 | $4.32M | Buy |
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|
2021
Q1 | $4.05M | Sell |
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|
2020
Q4 | $4.27M | Sell |
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|
2020
Q3 | $4.37M | Buy |
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|
2020
Q2 | $3.92M | Sell |
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|
2020
Q1 | $9.81M | Sell |
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|
2019
Q4 | $10.4M | Buy |
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|
2019
Q3 | $10.1M | Buy |
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|
2019
Q2 | $3.16M | Buy |
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|
2019
Q1 | $2.98M | Buy |
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|
2018
Q4 | $2.92M | Sell |
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|
2018
Q3 | $2.91M | Buy |
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|
2018
Q2 | $2.58M | Buy |
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|
2018
Q1 | $2.47M | Buy |
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|
2017
Q4 | $2.2M | Buy |
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|
2017
Q3 | $1.95M | Buy |
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|
2017
Q2 | $1.74M | Buy |
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|
2017
Q1 | $1.51M | Buy |
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|
2016
Q4 | $1.47M | Buy |
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|
2016
Q3 | $1.37M | Buy |
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|
2016
Q2 | $1.18M | Buy |
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|
2016
Q1 | $899K | Buy |
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|
2015
Q4 | $791K | Buy |
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|
2015
Q3 | $596K | Buy |
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|
2015
Q2 | $435K | Buy |
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|
2015
Q1 | $231K | Buy |
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|
2014
Q4 | $54K | Buy |
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