WealthSource Partners’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.07M | Sell |
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|
2023
Q3 | $7.85M | Buy |
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|
2023
Q2 | $7.11M | Buy |
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|
2023
Q1 | $7.01M | Sell |
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|
2022
Q4 | $8.25M | Sell |
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|
2022
Q3 | $9.46M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $2.59M | Buy |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $2.33M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $7.71M | Buy |
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