BWL
Bogart Wealth LLC’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-30
| Closed | -$1.37K | – | 1222 |
|
2022
Q4 | $1.37K | Hold |
30
| – | – | ﹤0.01% | 827 |
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 945 |
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 867 |
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 759 |
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 674 |
|
2021
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 651 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 476 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 465 |
|