First Affirmative Financial Network’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
Q3 | – | Sell |
-9,564
| Closed | -$438K | – | 300 |
|
|
2024
Q2 | $438K | Sell |
9,564
-155
| -2% | -$7.09K | 0.3% | 96 |
|
|
2024
Q1 | $452K | Buy |
9,719
+124
| +1% | +$5.76K | 0.33% | 91 |
|
|
2023
Q4 | $451K | Sell |
9,595
-4,229
| -31% | -$199K | 0.36% | 77 |
|
|
2023
Q3 | $604K | Sell |
13,824
-318
| -2% | -$13.9K | 0.59% | 34 |
|
|
2023
Q2 | $653K | Sell |
14,142
-112
| -0.8% | -$5.17K | 0.65% | 31 |
|
|
2023
Q1 | $667K | Sell |
14,254
-546
| -4% | -$25.6K | 0.77% | 20 |
|
|
2022
Q4 | $675K | Sell |
14,800
-257
| -2% | -$11.7K | 0.82% | 17 |
|
|
2022
Q3 | $662K | Sell |
15,057
-3,323
| -18% | -$146K | 0.84% | 19 |
|
|
2022
Q2 | $843K | Sell |
18,380
-571
| -3% | -$26.2K | 0.96% | 15 |
|
|
2022
Q1 | $907K | Buy |
18,951
+76
| +0.4% | +$3.64K | 0.87% | 19 |
|
|
2021
Q4 | $976K | Sell |
18,875
-372
| -2% | -$19.2K | 0.89% | 21 |
|
|
2021
Q3 | $993K | Buy |
+19,247
| New | +$993K | 1.02% | 14 |
|