Sage Financial Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $757K | Sell |
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|
2020
Q1 | $1M | Hold |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $998K | Hold |
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|
2019
Q2 | $997K | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $3.61M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $9.08M | Buy |
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|
2017
Q3 | $675K | Sell |
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|
2017
Q2 | $674K | Sell |
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|
2017
Q1 | $674K | Sell |
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|
2016
Q4 | $4.84M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $541K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $567K | Buy |
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|
2014
Q3 | $569K | Buy |
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|
2014
Q2 | $566K | Sell |
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|
2014
Q1 | $1.14M | Sell |
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|
2013
Q4 | $1.22M | Buy |
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