Bison Wealth’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
Q4 | – | Sell |
-8,863
| Closed | -$387K | – | 423 |
|
|
2023
Q3 | $387K | Sell |
8,863
-530
| -6% | -$23.2K | 0.08% | 257 |
|
|
2023
Q2 | $434K | Buy |
+9,393
| New | +$434K | 0.08% | 244 |
|
|
2022
Q3 | – | Sell |
-557
| Closed | -$26K | – | 346 |
|
|
2022
Q2 | $26K | Buy |
557
+65
| +13% | +$3.03K | 0.01% | 258 |
|
|
2022
Q1 | $24K | Hold |
492
| – | – | 0.01% | 289 |
|
|
2021
Q4 | $25K | Sell |
492
-355
| -42% | -$18K | 0.01% | 269 |
|
|
2021
Q3 | $44K | Hold |
847
| – | – | 0.02% | 312 |
|
|
2021
Q2 | $44K | Hold |
847
| – | – | 0.02% | 323 |
|
|
2021
Q1 | $44K | Sell |
847
-31
| -4% | -$1.61K | 0.02% | 326 |
|
|
2020
Q4 | $46K | Buy |
878
+215
| +32% | +$11.3K | 0.02% | 299 |
|
|
2020
Q3 | $34K | Hold |
663
| – | – | 0.02% | 265 |
|
|
2020
Q2 | $34K | Sell |
663
-30
| -4% | -$1.54K | 0.02% | 267 |
|
|
2020
Q1 | $35K | Sell |
693
-41
| -6% | -$2.07K | 0.03% | 257 |
|
|
2019
Q4 | $37K | Buy |
+734
| New | +$37K | 0.02% | 306 |
|