Wealthspire Advisors (Maryland)’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
Q3 | $608K | Sell |
12,195
-95
| -0.8% | -$4.74K | 0.02% | 234 |
|
|
2020
Q2 | $613K | Sell |
12,290
-247
| -2% | -$12.3K | 0.04% | 218 |
|
|
2020
Q1 | $613K | Sell |
12,537
-3,338
| -21% | -$163K | 0.05% | 209 |
|
|
2019
Q4 | $780K | Buy |
15,875
+1,979
| +14% | +$97.2K | 0.05% | 208 |
|
|
2019
Q3 | $681K | Buy |
13,896
+138
| +1% | +$6.76K | 0.05% | 207 |
|
|
2019
Q2 | $673K | Buy |
13,758
+1,630
| +13% | +$79.7K | 0.05% | 202 |
|
|
2019
Q1 | $588K | Buy |
12,128
+1,118
| +10% | +$54.2K | 0.04% | 226 |
|
|
2018
Q4 | $529K | Buy |
11,010
+260
| +2% | +$12.5K | 0.05% | 211 |
|
|
2018
Q3 | $513K | Buy |
10,750
+208
| +2% | +$9.93K | 0.04% | 241 |
|
|
2018
Q2 | $506K | Buy |
10,542
+1,439
| +16% | +$69.1K | 0.05% | 235 |
|
|
2018
Q1 | $435K | Hold |
9,103
| – | – | 0.04% | 275 |
|
|
2017
Q4 | $436K | Hold |
9,103
| – | – | 0.04% | 289 |
|
|
2017
Q3 | $442K | Hold |
9,103
| – | – | 0.05% | 261 |
|
|
2017
Q2 | $441K | Hold |
9,103
| – | – | 0.05% | 251 |
|
|
2017
Q1 | $441K | Hold |
9,103
| – | – | 0.06% | 207 |
|
|
2016
Q4 | $436K | Sell |
9,103
-64
| -0.7% | -$3.07K | 0.07% | 199 |
|
|
2016
Q3 | $448K | Hold |
9,167
| – | – | 0.07% | 189 |
|
|
2016
Q2 | $450K | Sell |
9,167
-287
| -3% | -$14.1K | 0.08% | 179 |
|
|
2016
Q1 | $462K | Sell |
9,454
-6
| -0.1% | -$293 | 0.08% | 168 |
|
|
2015
Q4 | $461K | Buy |
+9,460
| New | +$461K | 0.09% | 166 |
|