Level Financial Advisors’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
Q1 | – | Sell |
-268
| Closed | -$12.8K | – | 229 |
|
|
2023
Q4 | $12.8K | Buy |
268
+8
| +3% | +$382 | 0.01% | 180 |
|
|
2023
Q3 | $12K | Hold |
260
| – | – | 0.01% | 181 |
|
|
2023
Q2 | $12.2K | Sell |
260
-115
| -31% | -$5.41K | 0.01% | 179 |
|
|
2023
Q1 | $17.8K | Sell |
375
-117
| -24% | -$5.56K | 0.01% | 143 |
|
|
2022
Q4 | $23K | Sell |
492
-302
| -38% | -$14.1K | 0.02% | 122 |
|
|
2022
Q3 | $37K | Sell |
794
-159
| -17% | -$7.41K | 0.03% | 111 |
|
|
2022
Q2 | $45K | Hold |
953
| – | – | 0.03% | 108 |
|
|
2022
Q1 | $45K | Sell |
953
-628
| -40% | -$29.7K | 0.03% | 96 |
|
|
2021
Q4 | $78K | Buy |
+1,581
| New | +$78K | 0.06% | 71 |
|