PagnatoKarp Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$590 | 0.13% | 78 |
|
|
2019
Q3 | $723K | Buy |
14,765
+1,028
| +7% | +$50.3K | 0.14% | 79 |
|
|
2019
Q2 | $672K | Buy |
13,737
+8
| +0.1% | +$391 | 0.14% | 76 |
|
|
2019
Q1 | $666K | Buy |
+13,729
| New | +$666K | 0.15% | 76 |
|