Burt Wealth Advisors’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
Q2 | – | Sell |
-10,596
| Closed | -$507K | – | 103 |
|
|
2022
Q1 | $507K | Hold |
10,596
| – | – | 0.15% | 50 |
|
|
2021
Q4 | $548K | Hold |
10,596
| – | – | 0.18% | 46 |
|
|
2021
Q3 | $546K | Hold |
10,596
| – | – | 0.17% | 46 |
|
|
2021
Q2 | $552K | Hold |
10,596
| – | – | 0.2% | 44 |
|
|
2021
Q1 | $547K | Hold |
10,596
| – | – | 0.2% | 45 |
|
|
2020
Q4 | $556K | Hold |
10,596
| – | – | 0.19% | 40 |
|
|
2020
Q3 | $550K | Hold |
10,596
| – | – | 0.21% | 39 |
|
|
2020
Q2 | $547K | Hold |
10,596
| – | – | 0.22% | 33 |
|
|
2020
Q1 | $530K | Sell |
10,596
-6,292
| -37% | -$315K | 0.24% | 31 |
|
|
2019
Q4 | $854K | Hold |
16,888
| – | – | 0.33% | 28 |
|
|
2019
Q3 | $856K | Hold |
16,888
| – | – | 0.35% | 24 |
|
|
2019
Q2 | $847K | Hold |
16,888
| – | – | 0.37% | 24 |
|
|
2019
Q1 | $832K | Sell |
16,888
-2,434
| -13% | -$120K | 0.38% | 23 |
|
|
2018
Q4 | $930K | Buy |
19,322
+17,110
| +774% | +$824K | 0.44% | 31 |
|
|
2018
Q3 | $105K | Buy |
2,212
+876
| +66% | +$41.6K | 0.05% | 130 |
|
|
2018
Q2 | $64K | Buy |
+1,336
| New | +$64K | 0.03% | 159 |
|