Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2
| Closed | – | – | 1781 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1993 |
|
|
2020
Q2 | – | Sell |
-256
| Closed | -$13K | – | 2070 |
|
|
2020
Q1 | $13K | Buy |
256
+157
| +159% | +$7.97K | ﹤0.01% | 969 |
|
|
2019
Q4 | $5K | Hold |
99
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q3 | $5K | Hold |
99
| – | – | ﹤0.01% | 1194 |
|
|
2019
Q2 | $5K | Hold |
99
| – | – | ﹤0.01% | 1218 |
|
|
2019
Q1 | $5K | Hold |
99
| – | – | ﹤0.01% | 1185 |
|
|
2018
Q4 | $5K | Hold |
99
| – | – | ﹤0.01% | 1087 |
|
|
2018
Q3 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 1213 |
|