Occidental Asset Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $637K | Hold |
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|
2021
Q2 | $639K | Sell |
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|
2021
Q1 | $763K | Hold |
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|
2020
Q4 | $767K | Hold |
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|
2020
Q3 | $768K | Hold |
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|
2020
Q2 | $768K | Hold |
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|
2020
Q1 | $753K | Sell |
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|
2019
Q4 | $766K | Sell |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $998K | Hold |
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|
2019
Q1 | $989K | Hold |
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|
2018
Q4 | $980K | Hold |
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|
2018
Q3 | $973K | Buy |
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|
2018
Q2 | $883K | Hold |
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|
2018
Q1 | $880K | Hold |
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|
2017
Q4 | $882K | Buy |
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|
2017
Q3 | $797K | Sell |
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|
2017
Q2 | $815K | Buy |
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|
2017
Q1 | $346K | Buy |
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|
2016
Q4 | $304K | Buy |
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