Aveo Capital Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,978
| Closed | -$775K | – | 320 |
|
2024
Q4 | $775K | Buy |
16,978
+290
| +2% | +$13.2K | 0.08% | 152 |
|
2024
Q3 | $781K | Buy |
16,688
+335
| +2% | +$15.7K | 0.08% | 153 |
|
2024
Q2 | $748K | Hold |
16,353
| – | – | 0.08% | 152 |
|
2024
Q1 | $750K | Sell |
16,353
-1,513
| -8% | -$69.4K | 0.08% | 171 |
|
2023
Q4 | $840K | Sell |
17,866
-39,035
| -69% | -$1.83M | 0.1% | 143 |
|
2023
Q3 | $2.49M | Buy |
56,901
+424
| +0.8% | +$18.5K | 0.33% | 81 |
|
2023
Q2 | $2.61M | Sell |
56,477
-73,902
| -57% | -$3.41M | 0.33% | 79 |
|
2023
Q1 | $6.1M | Buy |
130,379
+8,023
| +7% | +$376K | 0.81% | 35 |
|
2022
Q4 | $5.58M | Buy |
122,356
+85,926
| +236% | +$3.92M | 0.84% | 35 |
|
2022
Q3 | $1.6M | Sell |
36,430
-31,325
| -46% | -$1.38M | 0.28% | 76 |
|
2022
Q2 | $3.11M | Buy |
+67,755
| New | +$3.11M | 0.51% | 57 |
|
2020
Q2 | – | Sell |
-4,040
| Closed | -$202K | – | 139 |
|
2020
Q1 | $202K | Buy |
+4,040
| New | +$202K | 0.1% | 146 |
|
2019
Q4 | – | Sell |
-4,149
| Closed | -$209K | – | 198 |
|
2019
Q3 | $209K | Buy |
4,149
+171
| +4% | +$8.61K | 0.09% | 171 |
|
2019
Q2 | $201K | Buy |
+3,978
| New | +$201K | 0.09% | 178 |
|