Vaughan Nelson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25
| Closed | -$1K | – | 240 |
|
|
2023
Q2 | $1K | Sell |
25
-30
| -55% | -$1.2K | ﹤0.01% | 231 |
|
|
2023
Q1 | $3K | Sell |
55
-50
| -48% | -$2.73K | ﹤0.01% | 214 |
|
|
2022
Q4 | $5K | Sell |
105
-50
| -32% | -$2.38K | ﹤0.01% | 216 |
|
|
2022
Q3 | $7K | Hold |
155
| – | – | ﹤0.01% | 198 |
|
|
2022
Q2 | $7K | Sell |
155
-35
| -18% | -$1.58K | ﹤0.01% | 205 |
|
|
2022
Q1 | $9K | Sell |
190
-50
| -21% | -$2.37K | ﹤0.01% | 204 |
|
|
2021
Q4 | $12K | Hold |
240
| – | – | ﹤0.01% | 199 |
|
|
2021
Q3 | $12K | Sell |
240
-60
| -20% | -$3K | ﹤0.01% | 252 |
|
|
2021
Q2 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 193 |
|