EPG Wealth Management’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 | – | Sell |
-6,707
| Closed | -$302K | – | 404 |
|
|
2025
Q1 | $302K | Buy |
6,707
+34
| +0.5% | +$1.53K | 0.08% | 194 |
|
|
2024
Q4 | $304K | Buy |
6,673
+68
| +1% | +$3.1K | 0.08% | 195 |
|
|
2024
Q3 | $309K | Buy |
+6,605
| New | +$309K | 0.08% | 201 |
|
|
2024
Q2 | – | Sell |
-6,508
| Closed | -$303K | – | 214 |
|
|
2024
Q1 | $303K | Buy |
6,508
+15
| +0.2% | +$697 | 0.07% | 218 |
|
|
2023
Q4 | $301K | Buy |
6,493
+75
| +1% | +$3.48K | 0.08% | 205 |
|
|
2023
Q3 | $280K | Buy |
6,418
+39
| +0.6% | +$1.7K | 0.08% | 198 |
|
|
2023
Q2 | $294K | Buy |
6,379
+35
| +0.6% | +$1.62K | 0.09% | 191 |
|
|
2023
Q1 | $297K | Buy |
6,344
+25
| +0.4% | +$1.17K | 0.09% | 186 |
|
|
2022
Q4 | $288K | Buy |
6,319
+43
| +0.7% | +$1.96K | 0.11% | 167 |
|
|
2022
Q3 | $276K | Buy |
6,276
+29
| +0.5% | +$1.28K | 0.11% | 165 |
|
|
2022
Q2 | $286K | Buy |
6,247
+26
| +0.4% | +$1.19K | 0.12% | 162 |
|
|
2022
Q1 | $298K | Sell |
6,221
-4,243
| -41% | -$203K | 0.1% | 174 |
|
|
2021
Q4 | $541K | Buy |
10,464
+56
| +0.5% | +$2.9K | 0.19% | 108 |
|
|
2021
Q3 | $537K | Buy |
10,408
+44
| +0.4% | +$2.27K | 0.22% | 101 |
|
|
2021
Q2 | $540K | Buy |
+10,364
| New | +$540K | 0.23% | 101 |
|
|
2020
Q3 | – | Sell |
-16,809
| Closed | -$868K | – | 146 |
|
|
2020
Q2 | $868K | Sell |
16,809
-50
| -0.3% | -$2.58K | 0.62% | 43 |
|
|
2020
Q1 | $843K | Buy |
+16,859
| New | +$843K | 0.62% | 40 |
|