Wealth Alliance Advisory Group’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
Q2 | – | Sell |
-4,892
| Closed | -$239K | – | 134 |
|
|
2020
Q1 | $239K | Hold |
4,892
| – | – | 0.19% | 88 |
|
|
2019
Q4 | $240K | Hold |
4,892
| – | – | 0.14% | 113 |
|
|
2019
Q3 | $240K | Hold |
4,892
| – | – | 0.15% | 105 |
|
|
2019
Q2 | $240K | Hold |
4,892
| – | – | 0.15% | 103 |
|
|
2019
Q1 | $237K | Sell |
4,892
-1,190
| -20% | -$57.7K | 0.15% | 104 |
|
|
2018
Q4 | $292K | Sell |
6,082
-40,137
| -87% | -$1.93M | 0.22% | 81 |
|
|
2018
Q3 | $2.2M | Sell |
46,219
-2,613
| -5% | -$125K | 1.13% | 23 |
|
|
2018
Q2 | $2.34M | Buy |
48,832
+3,208
| +7% | +$154K | 1.28% | 21 |
|
|
2018
Q1 | $2.18M | Buy |
45,624
+19,864
| +77% | +$950K | 1.27% | 21 |
|
|
2017
Q4 | $1.23M | Buy |
+25,760
| New | +$1.23M | 1.11% | 24 |
|