McBroom & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,830
| Closed | -$321K | – | 37 |
|
|
2022
Q4 | $321K | Buy |
6,830
+2,200
| +48% | +$103K | 0.35% | 32 |
|
|
2022
Q3 | $213K | Hold |
4,630
| – | – | 0.24% | 35 |
|
|
2022
Q2 | $219K | Sell |
4,630
-80
| -2% | -$3.78K | 0.24% | 28 |
|
|
2022
Q1 | $223K | Sell |
4,710
-60
| -1% | -$2.84K | 0.2% | 27 |
|
|
2021
Q4 | $235K | Buy |
+4,770
| New | +$235K | 0.18% | 29 |
|