Colton Groome Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $201K | Buy |
+4,500
| New | +$201K | 0.07% | 134 |
|
2024
Q4 | – | Sell |
-4,300
| Closed | -$201K | – | 133 |
|
2024
Q3 | $201K | Sell |
4,300
-250
| -5% | -$11.7K | 0.08% | 126 |
|
2024
Q2 | $208K | Hold |
4,550
| – | – | 0.08% | 117 |
|
2024
Q1 | $211K | Hold |
4,550
| – | – | 0.09% | 113 |
|
2023
Q4 | $214K | Buy |
+4,550
| New | +$214K | 0.09% | 115 |
|
2022
Q2 | – | Sell |
-4,250
| Closed | -$203K | – | 120 |
|
2022
Q1 | $203K | Buy |
+4,250
| New | +$203K | 0.09% | 108 |
|