Raab & Moskowitz Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,285
| Closed | -$207K | – | 148 |
|
|
2017
Q3 | $207K | Hold |
4,285
| – | – | 0.1% | 139 |
|
|
2017
Q2 | $209K | Hold |
4,285
| – | – | 0.1% | 135 |
|
|
2017
Q1 | $207K | Hold |
4,285
| – | – | 0.11% | 130 |
|
|
2016
Q4 | $205K | Hold |
4,285
| – | – | 0.11% | 135 |
|
|
2016
Q3 | $209K | Hold |
4,285
| – | – | 0.12% | 133 |
|
|
2016
Q2 | $210K | Hold |
4,285
| – | – | 0.12% | 128 |
|
|
2016
Q1 | $209K | Sell |
4,285
-250
| -6% | -$12.2K | 0.12% | 124 |
|
|
2015
Q4 | $220K | Hold |
4,535
| – | – | 0.13% | 118 |
|
|
2015
Q3 | $220K | Buy |
+4,535
| New | +$220K | 0.14% | 108 |
|