MYeCFO’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,800
| Closed | -$228K | – | 57 |
|
2024
Q1 | $228K | Buy |
4,800
+500
| +12% | +$23.7K | 0.13% | 52 |
|
2023
Q4 | $205K | Buy |
+4,300
| New | +$205K | 0.13% | 51 |
|
2023
Q3 | – | Sell |
-4,300
| Closed | -$202K | – | 50 |
|
2023
Q2 | $202K | Hold |
4,300
| – | – | 0.15% | 45 |
|
2023
Q1 | $204K | Hold |
4,300
| – | – | 0.15% | 44 |
|
2022
Q4 | $202K | Buy |
+4,300
| New | +$202K | 0.17% | 43 |
|