Parsec 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $4.15M | Buy |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $232K | Hold |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $258K | Buy |
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