Consilium Wealth 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
Q1 | – | Sell |
-13,177
| Closed | -$619K | – | 86 |
|
|
2023
Q4 | $619K | Buy |
+13,177
| New | +$619K | 0.37% | 52 |
|
|
2023
Q1 | – | Sell |
-19,625
| Closed | -$895K | – | 77 |
|
|
2022
Q4 | $895K | Buy |
+19,625
| New | +$895K | 0.76% | 30 |
|
|
2022
Q3 | – | Sell |
-5,494
| Closed | -$252K | – | 76 |
|
|
2022
Q2 | $252K | Sell |
5,494
-44
| -0.8% | -$2.02K | 0.27% | 67 |
|
|
2022
Q1 | $265K | Sell |
5,538
-45
| -0.8% | -$2.15K | 0.19% | 75 |
|
|
2021
Q4 | $289K | Buy |
+5,583
| New | +$289K | 0.19% | 75 |
|