Baystate 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-262
| Closed | -$12.1K | – | 1111 |
|
2023
Q2 | $12.1K | Buy |
262
+2
| +0.8% | +$92 | ﹤0.01% | 540 |
|
2023
Q1 | $12.2K | Sell |
260
-1,062
| -80% | -$49.9K | ﹤0.01% | 526 |
|
2022
Q4 | $60K | Buy |
1,322
+1,065
| +414% | +$48.3K | 0.01% | 310 |
|
2022
Q3 | $11K | Buy |
257
+1
| +0.4% | +$43 | ﹤0.01% | 531 |
|
2022
Q2 | $12K | Buy |
+256
| New | +$12K | ﹤0.01% | 537 |
|
2018
Q1 | – | Sell |
-400
| Closed | -$19K | – | 725 |
|
2017
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 305 |
|
2017
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 284 |
|
2017
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 277 |
|
2017
Q1 | $19K | Hold |
400
| – | – | ﹤0.01% | 280 |
|
2016
Q4 | $19K | Buy |
+400
| New | +$19K | ﹤0.01% | 238 |
|