Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,792
| Closed | -$412K | – | 742 |
|
|
2024
Q3 | $412K | Buy |
8,792
+754
| +9% | +$35.3K | 0.02% | 536 |
|
|
2024
Q2 | $368K | Hold |
8,038
| – | – | 0.01% | 537 |
|
|
2024
Q1 | $374K | Hold |
8,038
| – | – | 0.02% | 515 |
|
|
2023
Q4 | $378K | Buy |
8,038
+1,261
| +19% | +$59.3K | 0.02% | 482 |
|
|
2023
Q3 | $296K | Hold |
6,777
| – | – | 0.02% | 480 |
|
|
2023
Q2 | $313K | Buy |
+6,777
| New | +$313K | 0.02% | 431 |
|