Nations Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,234
| Closed | -$287K | – | 622 |
|
|
2022
Q3 | $287K | Sell |
6,234
-5,643
| -48% | -$260K | 0.04% | 401 |
|
|
2022
Q2 | $561K | Sell |
11,877
-2,949
| -20% | -$139K | 0.08% | 283 |
|
|
2022
Q1 | $702K | Buy |
14,826
+14
| +0.1% | +$663 | 0.08% | 254 |
|
|
2021
Q4 | $728K | Sell |
14,812
-1,568
| -10% | -$77.1K | 0.1% | 226 |
|
|
2021
Q3 | $809K | Buy |
16,380
+3,863
| +31% | +$191K | 0.12% | 190 |
|
|
2021
Q2 | $620K | Sell |
12,517
-1,656
| -12% | -$82K | 0.1% | 225 |
|
|
2021
Q1 | $702K | Buy |
14,173
+19
| +0.1% | +$941 | 0.16% | 171 |
|
|
2020
Q4 | $705K | Buy |
14,154
+3,220
| +29% | +$160K | 0.19% | 145 |
|
|
2020
Q3 | $545K | Sell |
10,934
-929
| -8% | -$46.3K | 0.17% | 163 |
|
|
2020
Q2 | $592K | Buy |
11,863
+32
| +0.3% | +$1.6K | 0.21% | 137 |
|
|
2020
Q1 | $579K | Buy |
11,831
+1,109
| +10% | +$54.3K | 0.25% | 128 |
|
|
2019
Q4 | $527K | Buy |
10,722
+17
| +0.2% | +$836 | 0.18% | 165 |
|
|
2019
Q3 | $525K | Buy |
10,705
+24
| +0.2% | +$1.18K | 0.19% | 161 |
|
|
2019
Q2 | $523K | Buy |
10,681
+17
| +0.2% | +$832 | 0.35% | 83 |
|
|
2019
Q1 | $517K | Buy |
10,664
+11
| +0.1% | +$533 | 0.35% | 78 |
|
|
2018
Q4 | $512K | Buy |
10,653
+21
| +0.2% | +$1.01K | 0.41% | 68 |
|
|
2018
Q3 | $507K | Buy |
10,632
+14
| +0.1% | +$668 | 0.36% | 77 |
|
|
2018
Q2 | $510K | Buy |
10,618
+14
| +0.1% | +$672 | 0.43% | 71 |
|
|
2018
Q1 | $507K | Buy |
10,604
+9
| +0.1% | +$430 | 0.46% | 64 |
|
|
2017
Q4 | $508K | Buy |
10,595
+17
| +0.2% | +$815 | 0.47% | 67 |
|
|
2017
Q3 | $514K | Buy |
10,578
+12
| +0.1% | +$583 | 0.5% | 61 |
|
|
2017
Q2 | $512K | Buy |
10,566
+2,060
| +24% | +$99.8K | 0.42% | 70 |
|
|
2017
Q1 | $412K | Buy |
8,506
+728
| +9% | +$35.3K | 0.4% | 77 |
|
|
2016
Q4 | $373K | Buy |
+7,778
| New | +$373K | 0.4% | 77 |
|