Zeke Capital 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-67,090
| Closed | -$3.21M | – | 686 |
|
2017
Q4 | $3.21M | Sell |
67,090
-16,725
| -20% | -$801K | 0.34% | 50 |
|
2017
Q3 | $4.07M | Sell |
83,815
-125
| -0.1% | -$6.07K | 0.56% | 31 |
|
2017
Q2 | $4.07M | Sell |
83,940
-19,940
| -19% | -$967K | 0.79% | 14 |
|
2017
Q1 | $5.03M | Hold |
103,880
| – | – | 1.03% | 12 |
|
2016
Q4 | $4.98M | Buy |
+103,880
| New | +$4.98M | 1.35% | 10 |
|