Personal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,023
| Closed | -$285K | – | 49 |
|
|
2022
Q1 | $285K | Hold |
6,023
| – | – | 0.12% | 65 |
|
|
2021
Q4 | $296K | Sell |
6,023
-1,267
| -17% | -$62.3K | 0.12% | 67 |
|
|
2021
Q3 | $360K | Sell |
7,290
-5,650
| -44% | -$279K | 0.15% | 56 |
|
|
2021
Q2 | $641K | Hold |
12,940
| – | – | 0.26% | 40 |
|
|
2021
Q1 | $641K | Hold |
12,940
| – | – | 0.29% | 37 |
|
|
2020
Q4 | $644K | Sell |
12,940
-5,095
| -28% | -$254K | 0.3% | 34 |
|
|
2020
Q3 | $899K | Hold |
18,035
| – | – | 0.47% | 24 |
|
|
2020
Q2 | $899K | Hold |
18,035
| – | – | 0.49% | 23 |
|
|
2020
Q1 | $882K | Sell |
18,035
-37,730
| -68% | -$1.85M | 0.53% | 23 |
|
|
2019
Q4 | $2.74M | Buy |
55,765
+5,095
| +10% | +$250K | 1.18% | 14 |
|
|
2019
Q3 | $2.48M | Sell |
50,670
-41,135
| -45% | -$2.01M | 1.15% | 15 |
|
|
2019
Q2 | $4.51M | Buy |
91,805
+1,080
| +1% | +$53K | 2.15% | 12 |
|
|
2019
Q1 | $4.41M | Sell |
90,725
-490
| -0.5% | -$23.8K | 2.34% | 11 |
|
|
2018
Q4 | $4.38M | Buy |
+91,215
| New | +$4.38M | 2.75% | 7 |
|