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PagnatoKarp Partners’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

PagnatoKarp Partners’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,782
Closed -$723K – 120
2020
Q1 		$723K Buy
14,782
+5
+0% +$245 0.18% 70
2019
Q4 		$726K Buy
14,777
+12
+0.1% +$588 0.13% 78
2019
Q3 		$723K Buy
14,765
+1,028
+7% +$50.5K 0.14% 79
2019
Q2 		$672K Buy
13,737
+8
+0.1% +$389 0.14% 76
2019
Q1 		$666K Buy
+13,729
New +$663K 0.15% 76

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