Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-493
| Closed | -$24K | – | 899 |
|
|
2019
Q4 | $24K | Hold |
493
| – | – | ﹤0.01% | 499 |
|
|
2019
Q3 | $24K | Buy |
493
+135
| +38% | +$6.57K | ﹤0.01% | 447 |
|
|
2019
Q2 | $18K | Hold |
358
| – | – | ﹤0.01% | 513 |
|
|
2019
Q1 | $17K | Sell |
358
-42
| -11% | -$1.99K | ﹤0.01% | 540 |
|
|
2018
Q4 | $19K | Sell |
400
-916
| -70% | -$43.5K | ﹤0.01% | 494 |
|
|
2018
Q3 | $63K | Hold |
1,316
| – | – | 0.01% | 334 |
|
|
2018
Q2 | $63K | Sell |
1,316
-359
| -21% | -$17.2K | 0.01% | 326 |
|
|
2018
Q1 | $80K | Sell |
1,675
-1,270
| -43% | -$60.7K | 0.01% | 294 |
|
|
2017
Q4 | $141K | Sell |
2,945
-8,018
| -73% | -$384K | 0.02% | 249 |
|
|
2017
Q3 | $533K | Sell |
10,963
-4,161
| -28% | -$202K | 0.07% | 146 |
|
|
2017
Q2 | $734K | Sell |
15,124
-23,097
| -60% | -$1.12M | 0.09% | 131 |
|
|
2017
Q1 | $1.85M | Sell |
38,221
-37,104
| -49% | -$1.8M | 0.24% | 94 |
|
|
2016
Q4 | $3.61M | Buy |
+75,325
| New | +$3.61M | 0.56% | 54 |
|
|
2016
Q3 | – | Sell |
-5,135
| Closed | -$252K | – | 779 |
|
|
2016
Q2 | $252K | Sell |
5,135
-10,271
| -67% | -$504K | 0.04% | 181 |
|
|
2016
Q1 | $752K | Buy |
+15,406
| New | +$752K | 0.12% | 123 |
|