West Michigan 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
Q1 | – | Sell |
-14,184
| Closed | -$666K | – | 160 |
|
|
2022
Q4 | $666K | Sell |
14,184
-7,908
| -36% | -$372K | 0.49% | 45 |
|
|
2022
Q3 | $1.02M | Sell |
22,092
-627
| -3% | -$28.9K | 0.89% | 30 |
|
|
2022
Q2 | $1.07M | Buy |
22,719
+11,419
| +101% | +$540K | 0.92% | 29 |
|
|
2022
Q1 | $535K | Buy |
11,300
+1,061
| +10% | +$50.2K | 0.36% | 61 |
|
|
2021
Q4 | $504K | Buy |
+10,239
| New | +$504K | 0.38% | 56 |
|