Sentinel Pension 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
Q4 | – | Sell |
-5,250
| Closed | -$242K | – | 88 |
|
|
2022
Q3 | $242K | Sell |
5,250
-93
| -2% | -$4.29K | 0.08% | 74 |
|
|
2022
Q2 | $253K | Buy |
5,343
+4
| +0.1% | +$189 | 0.09% | 77 |
|
|
2022
Q1 | $253K | Buy |
5,339
+4
| +0.1% | +$190 | 0.09% | 77 |
|
|
2021
Q4 | $262K | Buy |
5,335
+9
| +0.2% | +$442 | 0.08% | 83 |
|
|
2021
Q3 | $263K | Sell |
5,326
-904
| -15% | -$44.6K | 0.09% | 76 |
|
|
2021
Q2 | $309K | Buy |
+6,230
| New | +$309K | 0.11% | 68 |
|
|
2021
Q1 | – | Sell |
-5,211
| Closed | -$259K | – | 78 |
|
|
2020
Q4 | $259K | Sell |
5,211
-652
| -11% | -$32.4K | 0.09% | 67 |
|
|
2020
Q3 | $292K | Buy |
5,863
+247
| +4% | +$12.3K | 0.11% | 67 |
|
|
2020
Q2 | $280K | Buy |
5,616
+344
| +7% | +$17.2K | 0.12% | 60 |
|
|
2020
Q1 | $258K | Buy |
+5,272
| New | +$258K | 0.13% | 60 |
|