OPWM
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Oak Point Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Oak Point Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		$2.39M Sell
49,888
-32,431
-39% -$1.55M 2.43% 8
2017
Q4 		$3.94M Buy
+82,319
New +$3.94M 3.88% 2