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Wetzel Investment Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Wetzel Investment Advisors’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$23.7K – 752
2024
Q2 		$23.7K Hold
500
– – 0.01% 317
2024
Q1 		$23.6K Hold
500
– – 0.01% 352
2023
Q4 		$24K Buy
+500
New +$24K 0.01% 350