TCWP’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
Q1 | – | Sell |
-6,828
| Closed | -$321K | – | 280 |
|
|
2022
Q4 | $321K | Buy |
6,828
+1,238
| +22% | +$58.2K | 0.07% | 195 |
|
|
2022
Q3 | $257K | Buy |
+5,590
| New | +$257K | 0.05% | 229 |
|
|
2022
Q2 | – | Sell |
-1,871
| Closed | -$88K | – | 1478 |
|
|
2022
Q1 | $88K | Buy |
+1,871
| New | +$88K | 0.02% | 373 |
|