QP Wealth Management’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
Q3 | $838K | Sell |
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|
2023
Q2 | $1.16M | Buy |
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2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.06M | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $855K | Sell |
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|
2022
Q1 | $861K | Buy |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $885K | Buy |
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|
2021
Q2 | $865K | Buy |
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|
2021
Q1 | $682K | Buy |
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|
2020
Q4 | $400K | Buy |
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|
2020
Q3 | $391K | Buy |
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|
2020
Q2 | $266K | Buy |
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|
2020
Q1 | $207K | Buy |
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