Old North State Wealth Management’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
Q2 | – | Sell |
-9,535
| Closed | -$453K | – | 73 |
|
|
2023
Q1 | $453K | Buy |
9,535
+16
| +0.2% | +$761 | 0.42% | 50 |
|
|
2022
Q4 | $447K | Buy |
9,519
+25
| +0.3% | +$1.18K | 0.45% | 50 |
|
|
2022
Q3 | $438K | Buy |
9,494
+16
| +0.2% | +$737 | 0.51% | 44 |
|
|
2022
Q2 | $448K | Buy |
9,478
+14
| +0.1% | +$662 | 0.51% | 43 |
|
|
2022
Q1 | $448K | Buy |
9,464
+10
| +0.1% | +$473 | 0.45% | 44 |
|
|
2021
Q4 | $465K | Buy |
+9,454
| New | +$465K | 0.47% | 42 |
|