WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $114K | Buy |
2,356
+166
| +8% | +$8.03K | 0.03% | 502 |
|
|
2017
Q1 | $106K | Buy |
2,190
+996
| +83% | +$48.2K | 0.03% | 467 |
|
|
2016
Q4 | $57K | Buy |
1,194
+501
| +72% | +$23.9K | 0.01% | 688 |
|
|
2016
Q3 | $34K | Buy |
693
+168
| +32% | +$8.24K | 0.01% | 799 |
|
|
2016
Q2 | $26K | Buy |
525
+101
| +24% | +$5K | 0.01% | 856 |
|
|
2016
Q1 | $21K | Hold |
424
| – | – | 0.01% | 881 |
|
|
2015
Q4 | $21K | Buy |
424
+1
| +0.2% | +$50 | 0.01% | 888 |
|
|
2015
Q3 | $21K | Sell |
423
-195
| -32% | -$9.68K | 0.01% | 873 |
|
|
2015
Q2 | $30K | Sell |
618
-28
| -4% | -$1.36K | 0.01% | 871 |
|
|
2015
Q1 | $31K | Sell |
646
-31
| -5% | -$1.49K | 0.01% | 862 |
|
|
2014
Q4 | $33K | Buy |
677
+258
| +62% | +$12.6K | 0.01% | 1047 |
|
|
2014
Q3 | $20K | Sell |
419
-199
| -32% | -$9.5K | ﹤0.01% | 1274 |
|
|
2014
Q2 | $30K | Buy |
618
+1
| +0.2% | +$49 | 0.01% | 1115 |
|
|
2014
Q1 | $30K | Buy |
617
+161
| +35% | +$7.83K | 0.01% | 1095 |
|
|
2013
Q4 | $22K | Buy |
+456
| New | +$22K | ﹤0.01% | 1318 |
|