Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-79
| Closed | -$4K | – | 935 |
|
|
2021
Q3 | $4K | Sell |
79
-68
| -46% | -$3.44K | ﹤0.01% | 984 |
|
|
2021
Q2 | $7K | Buy |
147
+68
| +86% | +$3.24K | ﹤0.01% | 735 |
|
|
2021
Q1 | $3K | Hold |
79
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 776 |
|
|
2020
Q2 | – | Sell |
-99
| Closed | -$5K | – | 970 |
|
|
2020
Q1 | $5K | Buy |
99
+1
| +1% | +$51 | ﹤0.01% | 589 |
|
|
2019
Q4 | $5K | Buy |
+98
| New | +$5K | ﹤0.01% | 678 |
|