Capital Directions Investment 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
Q4 | – | Hold |
0
| – | -$160K | – | 242 |
|
|
2022
Q3 | – | Sell |
-3,634
| Closed | -$167K | – | 70 |
|
|
2022
Q2 | $167K | Sell |
3,634
-8,856
| -71% | -$407K | 0.06% | 73 |
|
|
2022
Q1 | $598K | Buy |
+12,490
| New | +$598K | 0.18% | 42 |
|
|
2021
Q4 | – | Sell |
-167
| Closed | -$9K | – | 205 |
|
|
2021
Q3 | $9K | Buy |
+167
| New | +$9K | ﹤0.01% | 238 |
|
|
2014
Q3 | – | Sell |
-48
| Closed | -$2K | – | 78 |
|
|
2014
Q2 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 66 |
|
|
2013
Q4 | – | Sell |
-48
| Closed | -$2K | – | 63 |
|
|
2013
Q3 | $2K | Sell |
48
-1,085
| -96% | -$45.2K | ﹤0.01% | 62 |
|
|
2013
Q2 | $52K | Buy |
+1,133
| New | +$52K | 0.02% | 47 |
|