WealthTrust Fairport’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-404
| Closed | -$19K | – | 560 |
|
|
2018
Q2 | $19K | Hold |
404
| – | – | ﹤0.01% | 322 |
|
|
2018
Q1 | $19K | Buy |
+404
| New | +$19K | ﹤0.01% | 334 |
|
|
2017
Q1 | – | Sell |
-6,167
| Closed | -$296K | – | 167 |
|
|
2016
Q4 | $296K | Hold |
6,167
| – | – | 0.04% | 132 |
|
|
2016
Q3 | $301K | Hold |
6,167
| – | – | 0.04% | 126 |
|
|
2016
Q2 | $303K | Hold |
6,167
| – | – | 0.04% | 114 |
|
|
2016
Q1 | $301K | Sell |
6,167
-1
| -0% | -$49 | 0.04% | 113 |
|
|
2015
Q4 | $300K | Buy |
+6,168
| New | +$300K | 0.04% | 124 |
|