Lido 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,408
| Closed | -$492K | – | 933 |
|
|
2022
Q1 | $492K | Sell |
10,408
-225
| -2% | -$10.6K | 0.01% | 539 |
|
|
2021
Q4 | $522K | Buy |
10,633
+8
| +0.1% | +$393 | 0.01% | 528 |
|
|
2021
Q3 | $524K | Sell |
10,625
-1,313
| -11% | -$64.8K | 0.01% | 506 |
|
|
2021
Q2 | $592K | Buy |
11,938
+6
| +0.1% | +$298 | 0.01% | 427 |
|
|
2021
Q1 | $591K | Sell |
11,932
-197
| -2% | -$9.76K | 0.01% | 408 |
|
|
2020
Q4 | $603K | Buy |
+12,129
| New | +$603K | 0.01% | 387 |
|
|
2020
Q2 | – | Sell |
-26,655
| Closed | -$1.3M | – | 589 |
|
|
2020
Q1 | $1.3M | Buy |
26,655
+5,586
| +27% | +$273K | 0.06% | 169 |
|
|
2019
Q4 | $1.04M | Buy |
21,069
+14,865
| +240% | +$730K | 0.04% | 229 |
|
|
2019
Q3 | $304K | Hold |
6,204
| – | – | 0.02% | 395 |
|
|
2019
Q2 | $303K | Hold |
6,204
| – | – | 0.02% | 387 |
|
|
2019
Q1 | $300K | Buy |
+6,204
| New | +$300K | 0.02% | 357 |
|
|
2018
Q4 | – | Sell |
-6,686
| Closed | -$318K | – | 450 |
|
|
2018
Q3 | $318K | Sell |
6,686
-522
| -7% | -$24.8K | 0.03% | 307 |
|
|
2018
Q2 | $345K | Sell |
7,208
-341
| -5% | -$16.3K | 0.04% | 261 |
|
|
2018
Q1 | $360K | Buy |
+7,549
| New | +$360K | 0.05% | 238 |
|
|
2017
Q4 | – | Sell |
-8,546
| Closed | -$414K | – | 311 |
|
|
2017
Q3 | $414K | Buy |
+8,546
| New | +$414K | 0.07% | 159 |
|
|
2016
Q2 | – | Sell |
-5,250
| Closed | -$256K | – | 178 |
|
|
2016
Q1 | $256K | Buy |
+5,250
| New | +$256K | 0.09% | 114 |
|