Moisand Fitzgerald Tamayo’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 |
-51
| Closed | -$3K | – | 286 |
|
|
2019
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 241 |
|
|
2019
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 251 |
|
|
2019
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 254 |
|
|
2019
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 258 |
|
|
2018
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 251 |
|
|
2018
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 276 |
|
|
2018
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 262 |
|
|
2018
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 298 |
|
|
2017
Q4 | $2K | Sell |
51
-1,785
| -97% | -$70K | ﹤0.01% | 259 |
|
|
2017
Q3 | $89K | Buy |
+1,836
| New | +$89K | 0.05% | 93 |
|
|
2016
Q2 | – | Sell |
-153
| Closed | -$7K | – | 175 |
|
|
2016
Q1 | $7K | Sell |
153
-945
| -86% | -$43.2K | 0.01% | 167 |
|
|
2015
Q4 | $53K | Buy |
+1,098
| New | +$53K | 0.05% | 92 |
|