Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,554
| Closed | -$209K | – | 644 |
|
|
2022
Q2 | $209K | Buy |
4,554
+141
| +3% | +$6.47K | ﹤0.01% | 549 |
|
|
2022
Q1 | $211K | Buy |
4,413
+32
| +0.7% | +$1.53K | ﹤0.01% | 555 |
|
|
2021
Q4 | $227K | Buy |
4,381
+22
| +0.5% | +$1.14K | ﹤0.01% | 540 |
|
|
2021
Q3 | $225K | Buy |
4,359
+3
| +0.1% | +$155 | ﹤0.01% | 533 |
|
|
2021
Q2 | $227K | Sell |
4,356
-7
| -0.2% | -$365 | 0.01% | 532 |
|
|
2021
Q1 | $225K | Buy |
+4,363
| New | +$225K | 0.01% | 494 |
|
|
2020
Q3 | – | Sell |
-3,978
| Closed | -$206K | – | 496 |
|
|
2020
Q2 | $206K | Sell |
3,978
-378
| -9% | -$19.6K | 0.02% | 376 |
|
|
2020
Q1 | $218K | Sell |
4,356
-1,230
| -22% | -$61.6K | 0.02% | 411 |
|
|
2019
Q4 | $283K | Buy |
+5,586
| New | +$283K | 0.03% | 371 |
|