Alera Investment Advisors’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,915
| Closed | -$227K | – | 172 |
|
|
2023
Q2 | $227K | Buy |
+4,915
| New | +$227K | 0.05% | 157 |
|
|
2021
Q4 | – | Sell |
-5,563
| Closed | -$287K | – | 104 |
|
|
2021
Q3 | $287K | Buy |
+5,563
| New | +$287K | 0.08% | 82 |
|
|
2020
Q4 | – | Sell |
-5,775
| Closed | -$300K | – | 89 |
|
|
2020
Q3 | $300K | Buy |
+5,775
| New | +$300K | 0.12% | 56 |
|