Pettinga Financial Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $366K | Sell |
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2023
Q1 | $536K | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $2.2M | Sell |
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|
2021
Q2 | $3.38M | Sell |
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|
2021
Q1 | $4.77M | Buy |
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|
2020
Q4 | $4.37M | Buy |
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|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $2.01M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $1.66M | Buy |
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