Financial Council’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-8,991
| Closed | -$421K | – | 74 |
|
2023
Q1 | $421K | Sell |
8,991
-526
| -6% | -$24.6K | 0.34% | 36 |
|
2022
Q4 | $434K | Sell |
9,517
-25,263
| -73% | -$1.15M | 0.27% | 38 |
|
2022
Q3 | $1.53M | Hold |
34,780
| – | – | 1.77% | 17 |
|
2022
Q2 | $1.6M | Sell |
34,780
-6,151
| -15% | -$282K | 1.99% | 14 |
|
2022
Q1 | $1.96M | Sell |
40,931
-882
| -2% | -$42.2K | 2.37% | 13 |
|
2021
Q4 | $2.16M | Sell |
41,813
-186
| -0.4% | -$9.62K | 2.58% | 11 |
|
2021
Q3 | $2.17M | Buy |
+41,999
| New | +$2.17M | 3.06% | 11 |
|