TCI Wealth Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

TCI Wealth Advisors’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$43.4K	Hold
2022 Q4	$42.8K	Hold
2022 Q3	$42K	Hold
2022 Q2	$43K	Hold
2022 Q1	$43K	Hold
2021 Q4	$45K	Sell
2021 Q3	$47K	Buy
2021 Q2	$45K	Hold
2021 Q1	$45K	Hold
2020 Q4	$45K	Hold
2020 Q3	$45K	Hold
2020 Q2	$45K	Sell
2020 Q1	$65K	Hold
2019 Q4	$65K	Hold
2019 Q3	$65K	Hold
2019 Q2	$65K	Hold
2019 Q1	$64K	Hold
2018 Q4	$64K	Buy
2018 Q3	$12K	Sell
2018 Q2	$503K	Buy
2018 Q1	$87K	Sell
2017 Q4	$162K	Buy
2016 Q4	–	Sell
2016 Q3	$10K	Hold
2016 Q2	$10K	Hold
2016 Q1	$10K	Hold
2015 Q4	$10K	Hold
2015 Q3	$10K	Hold
2015 Q2	$10K	Hold
2015 Q1	$10K	Hold
2014 Q4	$10K	Hold
2014 Q3	$10K	Sell
2014 Q2	$46K	Buy
2014 Q1	$10K	Hold
2013 Q4	$10K	Hold
2013 Q3	$10K	Hold
2013 Q2	$10K	Buy