Wealthstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,864
| Closed | -$364K | – | 135 |
|
|
2023
Q3 | $364K | Buy |
7,864
+982
| +14% | +$45.4K | 0.14% | 73 |
|
|
2023
Q2 | $324K | Hold |
6,882
| – | – | 0.14% | 58 |
|
|
2023
Q1 | $327K | Sell |
6,882
-18
| -0.3% | -$856 | 0.12% | 71 |
|
|
2022
Q4 | $324K | Hold |
6,900
| – | – | 0.15% | 72 |
|
|
2022
Q3 | $317K | Buy |
6,900
+58
| +0.8% | +$2.67K | 0.15% | 73 |
|
|
2022
Q2 | $321K | Sell |
6,842
-44
| -0.6% | -$2.06K | 0.12% | 71 |
|
|
2022
Q1 | $323K | Sell |
6,886
-1,950
| -22% | -$91.5K | 0.12% | 72 |
|
|
2021
Q4 | $435K | Buy |
8,836
+1,365
| +18% | +$67.2K | 0.15% | 57 |
|
|
2021
Q3 | $368K | Buy |
7,471
+303
| +4% | +$14.9K | 0.11% | 64 |
|
|
2021
Q2 | $355K | Buy |
+7,168
| New | +$355K | 0.11% | 69 |
|