Yellowstone Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-7,530
| Closed | -$370K | – | 258 |
|
|
2016
Q2 | $370K | Buy |
+7,530
| New | +$370K | 0.16% | 121 |
|
|
2014
Q4 | – | Sell |
-4,533
| Closed | -$221K | – | 208 |
|
|
2014
Q3 | $221K | Buy |
+4,533
| New | +$221K | 0.13% | 148 |
|
|
2014
Q2 | – | Sell |
-11,328
| Closed | -$550K | – | 189 |
|
|
2014
Q1 | $550K | Sell |
11,328
-13,465
| -54% | -$654K | 0.35% | 62 |
|
|
2013
Q4 | $1.2M | Buy |
+24,793
| New | +$1.2M | 0.78% | 27 |
|