Prospera Financial Services’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
Q1 | – | Sell |
-5,225
| Closed | -$248K | – | 1227 |
|
2024
Q4 | $248K | Sell |
5,225
-3
| -0.1% | -$142 | 0.01% | 1001 |
|
2024
Q3 | $252K | Buy |
5,228
+468
| +10% | +$22.5K | 0.01% | 990 |
|
2024
Q2 | $225K | Sell |
4,760
-1,317
| -22% | -$62.2K | 0.01% | 1034 |
|
2024
Q1 | $288K | Sell |
6,077
-882
| -13% | -$41.9K | 0.01% | 915 |
|
2023
Q4 | $333K | Buy |
6,959
+1,566
| +29% | +$74.8K | 0.01% | 801 |
|
2023
Q3 | $249K | Buy |
+5,393
| New | +$249K | 0.01% | 876 |
|
2022
Q3 | – | Sell |
-535
| Closed | -$25K | – | 1462 |
|
2022
Q2 | $25K | Buy |
535
+77
| +17% | +$3.6K | ﹤0.01% | 1169 |
|
2022
Q1 | $22K | Buy |
+458
| New | +$22K | ﹤0.01% | 1696 |
|