Personal Wealth Partners’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
Q2 | – | Sell |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $296K | Sell |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $641K | Hold |
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|
2021
Q1 | $641K | Hold |
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|
2020
Q4 | $644K | Sell |
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|
2020
Q3 | $899K | Hold |
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|
2020
Q2 | $899K | Hold |
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|
2020
Q1 | $882K | Sell |
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|
2019
Q4 | $2.74M | Buy |
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|
2019
Q3 | $2.48M | Sell |
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|
2019
Q2 | $4.5M | Buy |
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|
2019
Q1 | $4.41M | Sell |
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|
2018
Q4 | $4.38M | Buy |
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