M Holdings Securities’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
2019
Q2
Sell
-7,900
Closed -$383K 312
2019
Q1
$383K Sell
7,900
-221
-3% -$10.7K 0.09% 243
2018
Q4
$390K Sell
8,121
-131
-2% -$6.29K 0.12% 205
2018
Q3
$394K Buy
8,252
+2,529
+44% +$121K 0.1% 230
2018
Q2
$275K Buy
+5,723
New +$275K 0.08% 279