RPg Family Wealth Advisory’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
Q2 | – | Sell |
-350
| Closed | -$16.6K | – | 284 |
|
|
2022
Q1 | $16.6K | Hold |
350
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $17.2K | Hold |
350
| – | – | 0.01% | 232 |
|
|
2021
Q3 | $17.3K | Hold |
350
| – | – | 0.01% | 240 |
|
|
2021
Q2 | $17.3K | Buy |
+350
| New | +$17.3K | 0.01% | 238 |
|
|
2020
Q4 | $17.4K | Hold |
350
| – | – | 0.01% | 241 |
|
|
2020
Q3 | $17.5K | Hold |
350
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $17.5K | Hold |
350
| – | – | 0.01% | 226 |
|
|
2020
Q1 | $17.1K | Hold |
350
| – | – | 0.01% | 202 |
|
|
2019
Q4 | $17.2K | Hold |
350
| – | – | 0.01% | 227 |
|
|
2019
Q3 | $17.1K | Hold |
350
| – | – | 0.01% | 240 |
|
|
2019
Q2 | $17.1K | Hold |
350
| – | – | 0.01% | 235 |
|
|
2019
Q1 | $17K | Hold |
350
| – | – | 0.01% | 243 |
|
|
2018
Q4 | $16.8K | Hold |
350
| – | – | 0.02% | 174 |
|
|
2018
Q3 | $16.7K | Hold |
350
| – | – | 0.01% | 202 |
|
|
2018
Q2 | $16.8K | Hold |
350
| – | – | 0.01% | 183 |
|
|
2018
Q1 | $16.7K | Hold |
350
| – | – | 0.01% | 209 |
|
|
2017
Q4 | $16.8K | Hold |
350
| – | – | 0.01% | 221 |
|
|
2017
Q3 | $17K | Hold |
350
| – | – | 0.01% | 228 |
|
|
2017
Q2 | $17K | Hold |
350
| – | – | 0.01% | 255 |
|
|
2017
Q1 | $17K | Buy |
+350
| New | +$17K | 0.01% | 226 |
|