Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $452K | Buy |
9,604
+15
| +0.2% | +$706 | 0.14% | 52 |
|
|
2023
Q1 | $456K | Sell |
9,589
-682
| -7% | -$32.4K | 0.15% | 46 |
|
|
2022
Q4 | $483K | Buy |
+10,271
| New | +$483K | 0.18% | 47 |
|
|
2022
Q3 | – | Sell |
-6,801
| Closed | -$321K | – | 59 |
|
|
2022
Q2 | $321K | Sell |
6,801
-24,920
| -79% | -$1.18M | 0.16% | 42 |
|
|
2022
Q1 | $1.5M | Sell |
31,721
-40,407
| -56% | -$1.91M | 0.77% | 26 |
|
|
2021
Q4 | $3.55M | Sell |
72,128
-87,895
| -55% | -$4.32M | 2.04% | 12 |
|
|
2021
Q3 | $7.91M | Buy |
160,023
+21,333
| +15% | +$1.05M | 6.48% | 5 |
|
|
2021
Q2 | $6.87M | Buy |
138,690
+17,230
| +14% | +$854K | 5.85% | 6 |
|
|
2021
Q1 | $6.02M | Buy |
121,460
+18,158
| +18% | +$900K | 6.88% | 3 |
|
|
2020
Q4 | $5.14M | Sell |
103,302
-104,736
| -50% | -$5.21M | 5.62% | 4 |
|
|
2020
Q3 | $10.4M | Buy |
208,038
+116,223
| +127% | +$5.8M | 4.53% | 5 |
|
|
2020
Q2 | $4.58M | Buy |
+91,815
| New | +$4.58M | 3.22% | 11 |
|