Stonebridge Capital 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 |
-30
| Closed | -$1K | – | 1093 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 950 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 892 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 988 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 941 |
|
|
2021
Q3 | $1K | Sell |
30
-440
| -94% | -$14.7K | ﹤0.01% | 922 |
|
|
2021
Q2 | $24K | Buy |
470
+235
| +100% | +$12K | ﹤0.01% | 588 |
|
|
2021
Q1 | $12K | Buy |
+235
| New | +$12K | ﹤0.01% | 601 |
|
|
2020
Q3 | – | Sell |
-235
| Closed | -$12K | – | 621 |
|
|
2020
Q2 | $12K | Hold |
235
| – | – | ﹤0.01% | 472 |
|
|
2020
Q1 | $11K | Hold |
235
| – | – | ﹤0.01% | 473 |
|
|
2019
Q4 | $12K | Sell |
235
-150
| -39% | -$7.66K | ﹤0.01% | 534 |
|
|
2019
Q3 | $19K | Sell |
385
-150
| -28% | -$7.4K | ﹤0.01% | 459 |
|
|
2019
Q2 | $26K | Buy |
+535
| New | +$26K | ﹤0.01% | 418 |
|