Telemus Capital’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 | $2.42M | Buy |
50,612
+27,050
| +115% | +$1.29M | 0.2% | 95 |
|
|
2023
Q3 | $1.09M | Sell |
23,562
-1,793
| -7% | -$82.9K | 0.1% | 145 |
|
|
2023
Q2 | $1.19M | Sell |
25,355
-6,000
| -19% | -$282K | 0.1% | 151 |
|
|
2023
Q1 | $1.49M | Buy |
31,355
+4,230
| +16% | +$201K | 0.13% | 140 |
|
|
2022
Q4 | $1.28M | Buy |
27,125
+18,661
| +220% | +$882K | 0.12% | 152 |
|
|
2022
Q3 | $390K | Sell |
8,464
-136
| -2% | -$6.27K | 0.04% | 226 |
|
|
2022
Q2 | $406K | Buy |
+8,600
| New | +$406K | 0.04% | 248 |
|
|
2018
Q1 | – | Sell |
-1,575
| Closed | -$75K | – | 528 |
|
|
2017
Q4 | $75K | Buy |
+1,575
| New | +$75K | 0.01% | 418 |
|