PFS Investments’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
2020
Q1
Sell
-25,344
Closed -$1.25M 282
2019
Q4
$1.25M Buy
25,344
+4,519
+22% +$222K 0.05% 178
2019
Q3
$1.02M Buy
20,825
+11,242
+117% +$551K 0.04% 148
2019
Q2
$468K Buy
9,583
+5,304
+124% +$259K 0.02% 152
2019
Q1
$207K Buy
+4,279
New +$207K 0.01% 136