Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,640
| Closed | -$136K | – | 718 |
|
|
2020
Q2 | $136K | Sell |
2,640
-370
| -12% | -$19.1K | 0.03% | 288 |
|
|
2020
Q1 | $151K | Sell |
3,010
-2,095
| -41% | -$105K | 0.04% | 257 |
|
|
2019
Q4 | $258K | Hold |
5,105
| – | – | 0.06% | 218 |
|
|
2019
Q3 | $259K | Hold |
5,105
| – | – | 0.06% | 209 |
|
|
2019
Q2 | $256K | Hold |
5,105
| – | – | 0.05% | 215 |
|
|
2019
Q1 | $252K | Sell |
5,105
-245
| -5% | -$12.1K | 0.04% | 249 |
|
|
2018
Q4 | $257K | Buy |
5,350
+5,050
| +1,683% | +$243K | 0.05% | 220 |
|
|
2018
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 888 |
|
|
2018
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 911 |
|
|
2018
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 863 |
|
|
2017
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 918 |
|
|
2017
Q3 | $15K | Hold |
300
| – | – | ﹤0.01% | 933 |
|
|
2017
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 939 |
|
|
2017
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 952 |
|
|
2016
Q4 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 923 |
|
|
2015
Q3 | – | Sell |
-1,776
| Closed | -$84K | – | 822 |
|
|
2015
Q2 | $84K | Hold |
1,776
| – | – | 0.03% | 331 |
|
|
2015
Q1 | $86K | Buy |
+1,776
| New | +$86K | 0.03% | 312 |
|