Windsor Wealth Management’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
Q3 | $2.06M | Buy |
44,650
+6
| +0% | +$277 | 0.38% | 52 |
|
|
2023
Q2 | $2.1M | Buy |
44,644
+88
| +0.2% | +$4.14K | 0.38% | 51 |
|
|
2023
Q1 | $2.12M | Sell |
44,556
-236
| -0.5% | -$11.2K | 0.41% | 49 |
|
|
2022
Q4 | $2.12M | Buy |
44,792
+3,508
| +8% | +$166K | 0.44% | 46 |
|
|
2022
Q3 | $1.91M | Buy |
41,284
+11,329
| +38% | +$524K | 0.48% | 44 |
|
|
2022
Q2 | $1.42M | Buy |
29,955
+13,916
| +87% | +$660K | 0.36% | 43 |
|
|
2022
Q1 | $755K | Sell |
16,039
-3,278
| -17% | -$154K | 0.14% | 126 |
|
|
2021
Q4 | $949K | Buy |
19,317
+3,481
| +22% | +$171K | 0.17% | 117 |
|
|
2021
Q3 | $782K | Buy |
15,836
+2,710
| +21% | +$134K | 0.16% | 120 |
|
|
2021
Q2 | $651K | Buy |
13,126
+1,350
| +11% | +$67K | 0.14% | 135 |
|
|
2021
Q1 | $584K | Buy |
11,776
+1,357
| +13% | +$67.3K | 0.14% | 133 |
|
|
2020
Q4 | $519K | Buy |
10,419
+407
| +4% | +$20.3K | 0.13% | 132 |
|
|
2020
Q3 | $499K | Buy |
10,012
+2,380
| +31% | +$119K | 0.15% | 127 |
|
|
2020
Q2 | $381K | Buy |
7,632
+1,351
| +22% | +$67.4K | 0.12% | 139 |
|
|
2020
Q1 | $307K | Sell |
6,281
-2,490
| -28% | -$122K | 0.12% | 141 |
|
|
2019
Q4 | $431K | Buy |
+8,771
| New | +$431K | 0.16% | 127 |
|