Firethorn Wealth Partners’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
Q3 | – | Sell |
-21,721
| Closed | -$1M | – | 137 |
|
2023
Q2 | $1M | Buy |
21,721
+3,621
| +20% | +$167K | 0.75% | 25 |
|
2023
Q1 | $836K | Sell |
18,100
-1,615
| -8% | -$74.6K | 0.65% | 31 |
|
2022
Q4 | $899K | Sell |
19,715
-4,598
| -19% | -$210K | 0.76% | 31 |
|
2022
Q3 | $1.07M | Buy |
24,313
+17,016
| +233% | +$749K | 0.99% | 19 |
|
2022
Q2 | $344K | Buy |
7,297
+952
| +15% | +$44.9K | 0.28% | 77 |
|
2022
Q1 | $304K | Buy |
+6,345
| New | +$304K | 0.23% | 89 |
|
2021
Q2 | $275K | Sell |
5,286
-872
| -14% | -$45.4K | 0.23% | 94 |
|
2021
Q1 | $318K | Buy |
+6,158
| New | +$318K | 0.3% | 80 |
|