Sutton Place Investors’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
Q4 | – | Sell |
-4,479
| Closed | -$207K | – | 119 |
|
|
2023
Q3 | $207K | Sell |
4,479
-142
| -3% | -$6.57K | 0.27% | 66 |
|
|
2023
Q2 | $217K | Buy |
+4,621
| New | +$217K | 0.3% | 58 |
|
|
2023
Q1 | – | Sell |
-5,278
| Closed | -$248K | – | 66 |
|
|
2022
Q4 | $248K | Sell |
5,278
-444
| -8% | -$20.9K | 0.35% | 55 |
|
|
2022
Q3 | $264K | Buy |
+5,722
| New | +$264K | 0.4% | 49 |
|
|
2022
Q2 | – | Sell |
-4,629
| Closed | -$217K | – | 74 |
|
|
2022
Q1 | $217K | Sell |
4,629
-2,935
| -39% | -$138K | 0.26% | 70 |
|
|
2021
Q4 | $372K | Buy |
+7,564
| New | +$372K | 0.43% | 57 |
|