Vantage Investment 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $4.47M | Buy |
94,891
+1,868
| +2% | +$88K | 0.94% | 46 |
|
2018
Q2 | $4.46M | Sell |
93,023
-833
| -0.9% | -$40K | 1.09% | 41 |
|
2018
Q1 | $4.49M | Sell |
93,856
-62,717
| -40% | -$3M | 1.14% | 39 |
|
2017
Q4 | $7.5M | Buy |
+156,573
| New | +$7.5M | 1.73% | 14 |
|
2014
Q2 | – | Sell |
-33
| Closed | -$2K | – | 727 |
|
2014
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 613 |
|
2013
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 589 |
|