Apollon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,859
| Closed | -$228K | – | 1269 |
|
|
2024
Q3 | $228K | Buy |
4,859
+395
| +9% | +$18.5K | 0.01% | 1021 |
|
|
2024
Q2 | $204K | Sell |
4,464
-2,495
| -36% | -$114K | 0.01% | 1016 |
|
|
2024
Q1 | $323K | Buy |
6,959
+1,685
| +32% | +$78.3K | 0.01% | 839 |
|
|
2023
Q4 | $248K | Buy |
+5,274
| New | +$248K | 0.01% | 910 |
|
|
2023
Q2 | – | Sell |
-4,866
| Closed | -$228K | – | 990 |
|
|
2023
Q1 | $228K | Sell |
4,866
-951
| -16% | -$44.5K | 0.01% | 761 |
|
|
2022
Q4 | $265K | Sell |
5,817
-453
| -7% | -$20.7K | 0.02% | 697 |
|
|
2022
Q3 | $276K | Sell |
6,270
-1,568
| -20% | -$69K | 0.02% | 633 |
|
|
2022
Q2 | $359K | Sell |
7,838
-4,784
| -38% | -$219K | 0.03% | 517 |
|
|
2022
Q1 | $604K | Sell |
12,622
-1,872
| -13% | -$89.6K | 0.04% | 413 |
|
|
2021
Q4 | $750K | Buy |
14,494
+135
| +0.9% | +$6.99K | 0.06% | 362 |
|
|
2021
Q3 | $741K | Sell |
14,359
-420
| -3% | -$21.7K | 0.1% | 189 |
|
|
2021
Q2 | $770K | Sell |
14,779
-5,698
| -28% | -$297K | 0.14% | 148 |
|
|
2021
Q1 | $1.06M | Buy |
20,477
+2,845
| +16% | +$147K | 0.2% | 98 |
|
|
2020
Q4 | $925K | Sell |
17,632
-4,501
| -20% | -$236K | 0.25% | 87 |
|
|
2020
Q3 | $1.15M | Sell |
22,133
-758
| -3% | -$39.4K | 0.52% | 41 |
|
|
2020
Q2 | $1.18M | Sell |
22,891
-3,352
| -13% | -$173K | 0.65% | 30 |
|
|
2020
Q1 | $1.31M | Sell |
26,243
-2,071
| -7% | -$104K | 1.35% | 20 |
|
|
2019
Q4 | $1.45M | Buy |
28,314
+1,669
| +6% | +$85.2K | 1.28% | 19 |
|
|
2019
Q3 | $1.35M | Sell |
26,645
-77
| -0.3% | -$3.9K | 1.42% | 15 |
|
|
2019
Q2 | $1.34M | Sell |
26,722
-1,015
| -4% | -$50.9K | 1.54% | 14 |
|
|
2019
Q1 | $1.37M | Buy |
27,737
+2,384
| +9% | +$117K | 1.8% | 11 |
|
|
2018
Q4 | $1.23M | Buy |
+25,353
| New | +$1.23M | 1.13% | 20 |
|