Money Concepts Capital’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 |
-2,291
| Closed | -$108K | – | 2496 |
|
2022
Q4 | $108K | Buy |
2,291
+1,291
| +129% | +$60.7K | ﹤0.01% | 938 |
|
2022
Q3 | $46K | Sell |
1,000
-108
| -10% | -$4.97K | ﹤0.01% | 728 |
|
2022
Q2 | $52K | Sell |
1,108
-2,707
| -71% | -$127K | ﹤0.01% | 694 |
|
2022
Q1 | $181K | Buy |
3,815
+1,291
| +51% | +$61.3K | 0.01% | 778 |
|
2021
Q4 | $124K | Buy |
+2,524
| New | +$124K | 0.01% | 532 |
|
2021
Q1 | $70K | Sell |
1,416
-559
| -28% | -$27.6K | 0.01% | 544 |
|
2020
Q4 | $98K | Buy |
+1,975
| New | +$98K | 0.01% | 468 |
|