Successful Portfolios’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
Q2 | – | Sell |
-7,735
| Closed | -$368K | – | 183 |
|
|
2023
Q1 | $368K | Hold |
7,735
| – | – | 0.23% | 110 |
|
|
2022
Q4 | $363K | Buy |
+7,735
| New | +$363K | 0.24% | 114 |
|
|
2022
Q3 | – | Sell |
-4,435
| Closed | -$210K | – | 189 |
|
|
2022
Q2 | $210K | Sell |
4,435
-435
| -9% | -$20.6K | 0.14% | 171 |
|
|
2022
Q1 | $230K | Buy |
4,870
+380
| +8% | +$17.9K | 0.13% | 176 |
|
|
2021
Q4 | $221K | Hold |
4,490
| – | – | 0.12% | 192 |
|
|
2021
Q3 | $222K | Buy |
4,490
+300
| +7% | +$14.8K | 0.13% | 179 |
|
|
2021
Q2 | $208K | Buy |
4,190
+110
| +3% | +$5.46K | 0.13% | 192 |
|
|
2021
Q1 | $202K | Buy |
+4,080
| New | +$202K | 0.13% | 185 |
|
|
2020
Q2 | – | Sell |
-6,265
| Closed | -$306K | – | 170 |
|
|
2020
Q1 | $306K | Buy |
6,265
+495
| +9% | +$24.2K | 0.31% | 92 |
|
|
2019
Q4 | $283K | Sell |
5,770
-265
| -4% | -$13K | 0.25% | 108 |
|
|
2019
Q3 | $296K | Hold |
6,035
| – | – | 0.28% | 103 |
|
|
2019
Q2 | $295K | Buy |
6,035
+5
| +0.1% | +$244 | 0.32% | 93 |
|
|
2019
Q1 | $292K | Sell |
6,030
-425
| -7% | -$20.6K | 0.32% | 94 |
|
|
2018
Q4 | $310K | Sell |
6,455
-2,650
| -29% | -$127K | 0.4% | 79 |
|
|
2018
Q3 | $434K | Sell |
9,105
-1,135
| -11% | -$54.1K | 0.47% | 64 |
|
|
2018
Q2 | $491K | Sell |
10,240
-793
| -7% | -$38K | 0.57% | 52 |
|
|
2018
Q1 | $528K | Sell |
11,033
-600
| -5% | -$28.7K | 0.64% | 47 |
|
|
2017
Q4 | $557K | Buy |
+11,633
| New | +$557K | 0.69% | 42 |
|