Cooper Financial Group’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
Q2 | – | Sell |
-6,366
| Closed | -$296K | – | 393 |
|
|
2024
Q1 | $296K | Buy |
6,366
+215
| +3% | +$9.99K | 0.05% | 285 |
|
|
2023
Q4 | $289K | Hold |
6,151
| – | – | 0.05% | 275 |
|
|
2023
Q3 | $269K | Hold |
6,151
| – | – | 0.06% | 265 |
|
|
2023
Q2 | $284K | Sell |
6,151
-301
| -5% | -$13.9K | 0.07% | 256 |
|
|
2023
Q1 | $302K | Sell |
6,452
-421
| -6% | -$19.7K | 0.08% | 245 |
|
|
2022
Q4 | $314K | Sell |
6,873
-248
| -3% | -$11.3K | 0.1% | 215 |
|
|
2022
Q3 | $313K | Hold |
7,121
| – | – | 0.11% | 178 |
|
|
2022
Q2 | $327K | Hold |
7,121
| – | – | 0.12% | 173 |
|
|
2022
Q1 | $341K | Buy |
+7,121
| New | +$341K | 0.13% | 154 |
|