Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,103
| Closed | -$548K | – | 140 |
|
|
2019
Q4 | $548K | Hold |
11,103
| – | – | 0.13% | 84 |
|
|
2019
Q3 | $545K | Sell |
11,103
-628
| -5% | -$30.8K | 0.13% | 91 |
|
|
2019
Q2 | $574K | Hold |
11,731
| – | – | 0.14% | 99 |
|
|
2019
Q1 | $568K | Buy |
11,731
+209
| +2% | +$10.1K | 0.15% | 83 |
|
|
2018
Q4 | $554K | Sell |
11,522
-2,449
| -18% | -$118K | 0.18% | 77 |
|
|
2018
Q3 | $664K | Buy |
13,971
+7,027
| +101% | +$334K | 0.2% | 76 |
|
|
2018
Q2 | $332K | Hold |
6,944
| – | – | 0.11% | 99 |
|
|
2018
Q1 | $332K | Buy |
+6,944
| New | +$332K | 0.11% | 102 |
|