Mark Sheptoff Financial Planning’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
Q4 | – | Sell |
-84
| Closed | -$4K | – | 402 |
|
|
2022
Q3 | $4K | Hold |
84
| – | – | ﹤0.01% | 305 |
|
|
2022
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 312 |
|
|
2022
Q1 | $4K | Hold |
84
| – | – | ﹤0.01% | 354 |
|
|
2021
Q4 | $4K | Hold |
84
| – | – | ﹤0.01% | 380 |
|
|
2021
Q3 | $4K | Hold |
84
| – | – | ﹤0.01% | 351 |
|
|
2021
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 374 |
|
|
2021
Q1 | $4K | Hold |
84
| – | – | ﹤0.01% | 329 |
|
|
2020
Q4 | $4K | Hold |
84
| – | – | ﹤0.01% | 313 |
|
|
2020
Q3 | $4K | Hold |
84
| – | – | ﹤0.01% | 281 |
|
|
2020
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 310 |
|
|
2020
Q1 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 289 |
|