Titus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $457K | Buy |
9,670
+4,800
| +99% | +$227K | 0.23% | 76 |
|
|
2022
Q1 | $230K | Hold |
4,870
| – | – | 0.1% | 150 |
|
|
2021
Q4 | $240K | Buy |
4,870
+8
| +0.2% | +$394 | 0.11% | 147 |
|
|
2021
Q3 | $241K | Hold |
4,862
| – | – | 0.13% | 136 |
|
|
2021
Q2 | $241K | Hold |
4,862
| – | – | 0.13% | 133 |
|
|
2021
Q1 | $241K | Hold |
4,862
| – | – | 0.14% | 125 |
|
|
2020
Q4 | $242K | Buy |
4,862
+502
| +12% | +$25K | 0.15% | 112 |
|
|
2020
Q3 | $217K | Sell |
4,360
-554
| -11% | -$27.6K | 0.15% | 108 |
|
|
2020
Q2 | $245K | Hold |
4,914
| – | – | 0.19% | 94 |
|
|
2020
Q1 | $240K | Hold |
4,914
| – | – | 0.23% | 79 |
|
|
2019
Q4 | $241K | Buy |
4,914
+300
| +7% | +$14.7K | 0.24% | 88 |
|
|
2019
Q3 | $226K | Buy |
+4,614
| New | +$226K | 0.21% | 91 |
|
|
2019
Q2 | – | Sell |
-4,511
| Closed | -$219 | – | 103 |
|
|
2019
Q1 | $219 | Hold |
4,511
| – | – | 0.19% | 92 |
|
|
2018
Q4 | $216 | Sell |
4,511
-7,455
| -62% | -$357 | 0.18% | 85 |
|
|
2018
Q3 | $570K | Buy |
11,966
+5,983
| +100% | +$285K | 0.49% | 35 |
|
|
2018
Q2 | $287K | Hold |
5,983
| – | – | 0.31% | 63 |
|
|
2018
Q1 | $286K | Hold |
5,983
| – | – | 0.28% | 58 |
|
|
2017
Q4 | $287K | Buy |
+5,983
| New | +$287K | 0.32% | 54 |
|