Surevest’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 |
-4,488
| Closed | -$220K | – | 132 |
|
|
2019
Q4 | $220K | Buy |
4,488
+21
| +0.5% | +$1.03K | 0.09% | 137 |
|
|
2019
Q3 | $219K | Buy |
4,467
+16
| +0.4% | +$784 | 0.11% | 125 |
|
|
2019
Q2 | $218K | Buy |
4,451
+15
| +0.3% | +$735 | 0.11% | 128 |
|
|
2019
Q1 | $215K | Buy |
4,436
+11
| +0.2% | +$533 | 0.13% | 116 |
|
|
2018
Q4 | $213K | Buy |
+4,425
| New | +$213K | 0.17% | 123 |
|