P.J. Schmidt Investment Management (PJS)’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
Q2 | – | Sell |
-7,328
| Closed | -$342K | – | 183 |
|
|
2022
Q1 | $342K | Sell |
7,328
-5,972
| -45% | -$279K | 0.08% | 136 |
|
|
2021
Q4 | $641K | Buy |
13,300
+450
| +4% | +$21.7K | 0.13% | 107 |
|
|
2021
Q3 | $633K | Hold |
12,850
| – | – | 0.12% | 107 |
|
|
2021
Q2 | $638K | Buy |
12,850
+242
| +2% | +$12K | 0.13% | 108 |
|
|
2021
Q1 | $625K | Sell |
12,608
-8,821
| -41% | -$437K | 0.13% | 107 |
|
|
2020
Q4 | $1.07M | Hold |
21,429
| – | – | 0.24% | 76 |
|
|
2020
Q3 | $1.07M | Buy |
+21,429
| New | +$1.07M | 0.26% | 70 |
|