Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,484
| Closed | -$470K | – | 1457 |
|
|
2021
Q2 | $470K | Buy |
9,484
+3,807
| +67% | +$189K | 0.01% | 843 |
|
|
2021
Q1 | $281K | Buy |
5,677
+1
| +0% | +$49 | 0.01% | 1009 |
|
|
2020
Q4 | $283K | Buy |
5,676
+221
| +4% | +$11K | 0.01% | 915 |
|
|
2020
Q3 | $272K | Buy |
5,455
+235
| +5% | +$11.7K | 0.01% | 823 |
|
|
2020
Q2 | $260K | Sell |
5,220
-3,555
| -41% | -$177K | 0.01% | 833 |
|
|
2020
Q1 | $429K | Buy |
8,775
+4,250
| +94% | +$208K | 0.03% | 533 |
|
|
2019
Q4 | $222K | Buy |
+4,525
| New | +$222K | 0.01% | 913 |
|
|
2019
Q1 | – | Sell |
-4,839
| Closed | -$233K | – | 967 |
|
|
2018
Q4 | $233K | Sell |
4,839
-2,076
| -30% | -$100K | 0.02% | 683 |
|
|
2018
Q3 | $330K | Buy |
6,915
+1,922
| +38% | +$91.7K | 0.02% | 640 |
|
|
2018
Q2 | $240K | Buy |
+4,993
| New | +$240K | 0.02% | 743 |
|