ShoreHaven Wealth Partners’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
2023
Q3
Sell
-9,927
Closed -$467K 78
2023
Q2
$467K Buy
+9,927
New +$467K 0.31% 44
2023
Q1
Sell
-8,237
Closed -$387K 82
2022
Q4
$387K Sell
8,237
-816
-9% -$38.3K 0.27% 58
2022
Q3
$417K Buy
+9,053
New +$417K 0.32% 51