CPW
Catalyst Private Wealth’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-44,396
| Closed | -$2.04M | – | 74 |
|
|
2022
Q2 | $2.04M | Buy |
44,396
+2,651
| +6% | +$122K | 1.44% | 15 |
|
|
2022
Q1 | $2M | Buy |
41,745
+29,559
| +243% | +$1.42M | 1% | 16 |
|
|
2021
Q4 | $630K | Buy |
12,186
+6,460
| +113% | +$334K | 0.27% | 44 |
|
|
2021
Q3 | $295K | Buy |
+5,726
| New | +$295K | 0.13% | 61 |
|
|
2021
Q2 | – | Sell |
-8,884
| Closed | -$459K | – | 75 |
|
|
2021
Q1 | $459K | Sell |
8,884
-1,514
| -15% | -$78.2K | 0.32% | 37 |
|
|
2020
Q4 | $546K | Sell |
10,398
-1,188
| -10% | -$62.4K | 0.48% | 28 |
|
|
2020
Q3 | $602K | Buy |
+11,586
| New | +$602K | 0.58% | 22 |
|