Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
19,561
+252
| +1% | +$12.1K | 0.02% | 487 |
|
|
2025
Q1 | $919K | Buy |
19,309
+969
| +5% | +$46.1K | 0.02% | 469 |
|
|
2024
Q4 | $870K | Sell |
18,340
-589
| -3% | -$28K | 0.02% | 481 |
|
|
2024
Q3 | $911K | Sell |
18,929
-895
| -5% | -$43.1K | 0.02% | 457 |
|
|
2024
Q2 | $936K | Sell |
19,824
-3,563
| -15% | -$168K | 0.03% | 390 |
|
|
2024
Q1 | $1.11M | Sell |
23,387
-376
| -2% | -$17.8K | 0.03% | 350 |
|
|
2023
Q4 | $1.14M | Sell |
23,763
-3,274
| -12% | -$156K | 0.04% | 317 |
|
|
2023
Q3 | $1.25M | Sell |
27,037
-1,331
| -5% | -$61.5K | 0.05% | 272 |
|
|
2023
Q2 | $1.33M | Buy |
+28,368
| New | +$1.33M | 0.05% | 261 |
|
|
2018
Q2 | – | Sell |
-2,755
| Closed | -$132K | – | 532 |
|
|
2018
Q1 | $132K | Hold |
2,755
| – | – | 0.05% | 206 |
|
|
2017
Q4 | $132K | Buy |
2,755
+130
| +5% | +$6.23K | 0.05% | 181 |
|
|
2017
Q3 | $128K | Sell |
2,625
-625
| -19% | -$30.5K | 0.04% | 235 |
|
|
2017
Q2 | $158K | Buy |
3,250
+1,820
| +127% | +$88.5K | 0.03% | 260 |
|
|
2017
Q1 | $69K | Hold |
1,430
| – | – | 0.01% | 355 |
|
|
2016
Q4 | $69K | Hold |
1,430
| – | – | 0.02% | 325 |
|
|
2016
Q3 | $70K | Sell |
1,430
-2,027
| -59% | -$99.2K | 0.02% | 276 |
|
|
2016
Q2 | $170K | Buy |
+3,457
| New | +$170K | 0.05% | 208 |
|