Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,538
| Closed | -$214K | – | 274 |
|
|
2022
Q2 | $214K | Hold |
4,538
| – | – | 0.04% | 253 |
|
|
2022
Q1 | $215K | Hold |
4,538
| – | – | 0.04% | 271 |
|
|
2021
Q4 | $223K | Hold |
4,538
| – | – | 0.04% | 256 |
|
|
2021
Q3 | $224K | Hold |
4,538
| – | – | 0.04% | 259 |
|
|
2021
Q2 | $225K | Hold |
4,538
| – | – | 0.04% | 248 |
|
|
2021
Q1 | $225K | Hold |
4,538
| – | – | 0.04% | 229 |
|
|
2020
Q4 | $226K | Buy |
+4,538
| New | +$226K | 0.04% | 218 |
|
|
2020
Q3 | – | Sell |
-109
| Closed | -$5K | – | 665 |
|
|
2020
Q2 | $5K | Buy |
+109
| New | +$5K | ﹤0.01% | 492 |
|
|
2017
Q1 | – | Sell |
-1,326
| Closed | -$64K | – | 555 |
|
|
2016
Q4 | $64K | Buy |
+1,326
| New | +$64K | 0.02% | 292 |
|