PacWest Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $8.6M | Sell |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $1.18M | Buy |
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|
2016
Q1 | $979K | Buy |
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|
2015
Q4 | $853K | Buy |
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|
2015
Q3 | $351K | Buy |
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|
2015
Q2 | $248K | Hold |
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|
2015
Q1 | $248K | Hold |
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|
2014
Q4 | $248K | Hold |
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|
2014
Q3 | $249K | Buy |
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|
2014
Q2 | $224K | Hold |
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|
2014
Q1 | $223K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $233K | Hold |
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|
2013
Q2 | $230K | Buy |
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