Sightline Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,629
| Closed | -$218K | – | 86 |
|
|
2024
Q2 | $218K | Sell |
4,629
-1,496
| -24% | -$70.6K | 0.14% | 71 |
|
|
2024
Q1 | $291K | Sell |
6,125
-1,296
| -17% | -$61.5K | 0.19% | 63 |
|
|
2023
Q4 | $355K | Sell |
7,421
-200
| -3% | -$9.56K | 0.27% | 51 |
|
|
2023
Q3 | $352K | Sell |
7,621
-2,610
| -26% | -$121K | 0.33% | 49 |
|
|
2023
Q2 | $486K | Buy |
10,231
+500
| +5% | +$23.8K | 0.48% | 32 |
|
|
2023
Q1 | $463K | Sell |
9,731
-295
| -3% | -$14K | 0.47% | 33 |
|
|
2022
Q4 | $471K | Sell |
10,026
-1,098
| -10% | -$51.6K | 0.51% | 34 |
|
|
2022
Q3 | $513K | Sell |
11,124
-5,109
| -31% | -$236K | 0.6% | 28 |
|
|
2022
Q2 | $767K | Sell |
16,233
-698
| -4% | -$33K | 0.75% | 21 |
|
|
2022
Q1 | $801K | Buy |
16,931
+1
| +0% | +$47 | 0.67% | 23 |
|
|
2021
Q4 | $833K | Buy |
16,930
+3
| +0% | +$148 | 0.75% | 20 |
|
|
2021
Q3 | $836K | Buy |
16,927
+1
| +0% | +$49 | 0.7% | 22 |
|
|
2021
Q2 | $839K | Buy |
16,926
+3,118
| +23% | +$155K | 0.69% | 22 |
|
|
2021
Q1 | $684K | Buy |
13,808
+135
| +1% | +$6.69K | 0.63% | 26 |
|
|
2020
Q4 | $681K | Buy |
+13,673
| New | +$681K | 0.67% | 28 |
|