Cedar Brook Financial Partners’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 | – | Sell |
-10,857
| Closed | -$478K | – | 390 |
|
|
2022
Q3 | $478K | Buy |
+10,857
| New | +$478K | 0.15% | 170 |
|
|
2019
Q4 | – | Sell |
-5,091
| Closed | -$258K | – | 322 |
|
|
2019
Q3 | $258K | Buy |
5,091
+159
| +3% | +$8.06K | 0.11% | 226 |
|
|
2019
Q2 | $247K | Buy |
4,932
+59
| +1% | +$2.96K | 0.11% | 243 |
|
|
2019
Q1 | $240K | Buy |
4,873
+96
| +2% | +$4.73K | 0.12% | 234 |
|
|
2018
Q4 | $230K | Buy |
+4,777
| New | +$230K | 0.14% | 201 |
|