Sowell Financial Services’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
Q2 | – | Sell |
-721
| Closed | -$36K | – | 2344 |
|
|
2021
Q1 | $36K | Buy |
+721
| New | +$36K | ﹤0.01% | 1796 |
|
|
2020
Q4 | – | Sell |
-240
| Closed | -$12K | – | 2852 |
|
|
2020
Q3 | $12K | Sell |
240
-206
| -46% | -$10.3K | ﹤0.01% | 1759 |
|
|
2020
Q2 | $22K | Buy |
+446
| New | +$22K | ﹤0.01% | 1433 |
|
|
2020
Q1 | – | Sell |
-172
| Closed | -$8K | – | 2673 |
|
|
2019
Q4 | $8K | Sell |
172
-577
| -77% | -$26.8K | ﹤0.01% | 1768 |
|
|
2019
Q3 | $37K | Buy |
+749
| New | +$37K | ﹤0.01% | 1088 |
|
|
2019
Q1 | – | Sell |
-19,012
| Closed | -$914K | – | 579 |
|
|
2018
Q4 | $914K | Buy |
+19,012
| New | +$914K | 0.13% | 176 |
|