Windsor Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.06M | Buy |
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|
2023
Q2 | $2.1M | Buy |
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2023
Q1 | $2.12M | Sell |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $755K | Sell |
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|
2021
Q4 | $949K | Buy |
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|
2021
Q3 | $782K | Buy |
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|
2021
Q2 | $651K | Buy |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $519K | Buy |
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|
2020
Q3 | $499K | Buy |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $307K | Sell |
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|
2019
Q4 | $431K | Buy |
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