Syverson Strege & Co’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 |
-433
| Closed | -$20.6K | – | 519 |
|
|
2023
Q1 | $20.6K | Buy |
433
+50
| +13% | +$2.38K | 0.01% | 186 |
|
|
2022
Q4 | $18K | Sell |
383
-57,989
| -99% | -$2.72M | 0.01% | 174 |
|
|
2022
Q3 | $2.69M | Sell |
58,372
-884
| -1% | -$40.7K | 1.37% | 14 |
|
|
2022
Q2 | $2.8M | Buy |
59,256
+32
| +0.1% | +$1.51K | 1.03% | 19 |
|
|
2022
Q1 | $2.8M | Sell |
59,224
-341
| -0.6% | -$16.1K | 3.05% | 8 |
|
|
2021
Q4 | $2.93M | Sell |
59,565
-3,114
| -5% | -$153K | 2.17% | 11 |
|
|
2021
Q3 | $3.1M | Sell |
62,679
-266
| -0.4% | -$13.1K | 2.47% | 11 |
|
|
2021
Q2 | $3.12M | Sell |
62,945
-4,931
| -7% | -$244K | 2.78% | 9 |
|
|
2021
Q1 | $3.36M | Sell |
67,876
-3,856
| -5% | -$191K | 3.5% | 6 |
|
|
2020
Q4 | $3.57M | Buy |
+71,732
| New | +$3.57M | 3.41% | 7 |
|