B. Riley Wealth 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
-7,390
Closed -$341K 1627
2023
Q2
$341K Sell
7,390
-440
-6% -$20.3K 0.01% 1049
2023
Q1
$367K Hold
7,830
0.01% 959
2022
Q4
$357K Buy
7,830
+1,256
+19% +$57.3K 0.01% 950
2022
Q3
$290K Buy
+6,574
New +$290K 0.01% 1024