Clearstead 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-76
| Closed | -$3.32K | – | 1635 |
|
2023
Q3 | $3.32K | Buy |
76
+38
| +100% | +$1.66K | ﹤0.01% | 1321 |
|
2023
Q2 | $1.76K | Hold |
38
| – | – | ﹤0.01% | 1182 |
|
2023
Q1 | $1.78K | Hold |
38
| – | – | ﹤0.01% | 1154 |
|
2022
Q4 | $1.73K | Hold |
38
| – | – | ﹤0.01% | 1111 |
|
2022
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1100 |
|
2022
Q2 | $2K | Sell |
38
-304
| -89% | -$16K | ﹤0.01% | 1132 |
|
2022
Q1 | $16K | Hold |
342
| – | – | ﹤0.01% | 904 |
|
2021
Q4 | $18K | Hold |
342
| – | – | ﹤0.01% | 841 |
|
2021
Q3 | $18K | Hold |
342
| – | – | ﹤0.01% | 849 |
|
2021
Q2 | $18K | Hold |
342
| – | – | ﹤0.01% | 718 |
|
2021
Q1 | $18K | Hold |
342
| – | – | ﹤0.01% | 699 |
|
2020
Q4 | $18K | Hold |
342
| – | – | ﹤0.01% | 647 |
|
2020
Q3 | $18K | Hold |
342
| – | – | ﹤0.01% | 602 |
|
2020
Q2 | $18K | Hold |
342
| – | – | ﹤0.01% | 540 |
|
2020
Q1 | $17K | Buy |
+342
| New | +$17K | ﹤0.01% | 520 |
|