Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,486
| Closed | -$269K | – | 195 |
|
|
2019
Q4 | $269K | Sell |
5,486
-1,208
| -18% | -$59.2K | 0.05% | 153 |
|
|
2019
Q3 | $328K | Sell |
6,694
-5,616
| -46% | -$275K | 0.07% | 138 |
|
|
2019
Q2 | $6.02K | Buy |
12,310
+15
| +0.1% | +$7 | 0.12% | 111 |
|
|
2019
Q1 | $596K | Sell |
12,295
-7,496
| -38% | -$363K | 0.11% | 116 |
|
|
2018
Q4 | $951K | Buy |
19,791
+2,635
| +15% | +$127K | 0.21% | 64 |
|
|
2018
Q3 | $818K | Buy |
17,156
+4,026
| +31% | +$192K | 0.17% | 93 |
|
|
2018
Q2 | $630K | Sell |
13,130
-43,065
| -77% | -$2.07M | 0.14% | 96 |
|
|
2018
Q1 | $2.69M | Buy |
+56,195
| New | +$2.69M | 0.71% | 33 |
|