Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
-4,432
| Closed | -$209K | – | 1687 |
|
|
2022
Q2 | $209K | Buy |
4,432
+2,447
| +123% | +$115K | 0.04% | 368 |
|
|
2022
Q1 | $94K | Buy |
1,985
+665
| +50% | +$31.5K | 0.02% | 604 |
|
|
2021
Q4 | $65K | Buy |
1,320
+1
| +0.1% | +$49 | 0.01% | 778 |
|
|
2021
Q3 | $65K | Sell |
1,319
-195
| -13% | -$9.61K | 0.01% | 780 |
|
|
2021
Q2 | $75K | Buy |
1,514
+105
| +7% | +$5.2K | 0.01% | 710 |
|
|
2021
Q1 | $70K | Sell |
1,409
-585
| -29% | -$29.1K | 0.02% | 661 |
|
|
2020
Q4 | $99K | Buy |
1,994
+402
| +25% | +$20K | 0.02% | 501 |
|
|
2020
Q3 | $79K | Sell |
1,592
-59
| -4% | -$2.93K | 0.03% | 448 |
|
|
2020
Q2 | $82K | Buy |
1,651
+45
| +3% | +$2.24K | 0.03% | 398 |
|
|
2020
Q1 | $79K | Buy |
+1,606
| New | +$79K | 0.04% | 359 |
|