Rockwood Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42,850
| Closed | -$2.06M | – | 101 |
|
|
2024
Q3 | $2.06M | Sell |
42,850
-1,783
| -4% | -$85.8K | 0.23% | 23 |
|
|
2024
Q2 | $2.11M | Buy |
44,633
+12,632
| +39% | +$596K | 0.26% | 24 |
|
|
2024
Q1 | $1.52M | Sell |
32,001
-401
| -1% | -$19K | 0.2% | 26 |
|
|
2023
Q4 | $1.55M | Sell |
32,402
-5,863
| -15% | -$280K | 0.23% | 25 |
|
|
2023
Q3 | $1.77M | Sell |
38,265
-477
| -1% | -$22.1K | 0.3% | 21 |
|
|
2023
Q2 | $1.82M | Buy |
38,742
+5,929
| +18% | +$279K | 0.31% | 21 |
|
|
2023
Q1 | $1.56M | Buy |
32,813
+4,632
| +16% | +$220K | 0.31% | 22 |
|
|
2022
Q4 | $1.32M | Buy |
+28,181
| New | +$1.32M | 0.31% | 23 |
|
|
2022
Q3 | – | Sell |
-9,715
| Closed | -$459K | – | 76 |
|
|
2022
Q2 | $459K | Sell |
9,715
-6,567
| -40% | -$310K | 0.22% | 37 |
|
|
2022
Q1 | $771K | Sell |
16,282
-189
| -1% | -$8.95K | 0.37% | 25 |
|
|
2021
Q4 | $810K | Buy |
+16,471
| New | +$810K | 0.36% | 30 |
|