BHWA
Beacon Harbor Wealth Advisors’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,889
| Closed | -$201K | – | 57 |
|
|
2020
Q2 | $201K | Buy |
+3,889
| New | +$201K | 0.12% | 43 |
|
|
2020
Q1 | – | Sell |
-4,172
| Closed | -$211K | – | 58 |
|
|
2019
Q4 | $211K | Hold |
4,172
| – | – | 0.12% | 51 |
|
|
2019
Q3 | $212K | Sell |
4,172
-140
| -3% | -$7.11K | 0.14% | 53 |
|
|
2019
Q2 | $216K | Buy |
+4,312
| New | +$216K | 0.2% | 41 |
|