Founders Capital Management (Texas)’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 |
-1,190
| Closed | -$54.9K | – | 428 |
|
2023
Q2 | $54.9K | Hold |
1,190
| – | – | 0.04% | 133 |
|
2023
Q1 | $56K | Hold |
1,190
| – | – | 0.04% | 126 |
|
2022
Q4 | $54K | Sell |
1,190
-750
| -39% | -$34K | 0.04% | 125 |
|
2022
Q3 | $85K | Hold |
1,940
| – | – | 0.07% | 93 |
|
2022
Q2 | $89K | Sell |
1,940
-130
| -6% | -$5.96K | 0.07% | 92 |
|
2022
Q1 | $107K | Hold |
2,070
| – | – | 0.07% | 88 |
|
2021
Q4 | $107K | Sell |
2,070
-290
| -12% | -$15K | 0.07% | 88 |
|
2021
Q3 | $122K | Buy |
2,360
+630
| +36% | +$32.6K | 0.08% | 73 |
|
2021
Q2 | $90K | Hold |
1,730
| – | – | 0.06% | 86 |
|
2021
Q1 | $89K | Hold |
1,730
| – | – | 0.06% | 81 |
|
2020
Q4 | $91K | Buy |
+1,730
| New | +$91K | 0.06% | 81 |
|
2020
Q1 | $87K | Hold |
1,730
| – | – | 0.09% | 67 |
|
2019
Q4 | $88K | Hold |
1,730
| – | – | 0.07% | 75 |
|
2019
Q3 | $88K | Hold |
1,730
| – | – | 0.07% | 81 |
|
2019
Q2 | $87K | Hold |
1,730
| – | – | 0.08% | 83 |
|
2019
Q1 | $85K | Hold |
1,730
| – | – | 0.08% | 84 |
|
2018
Q4 | $83K | Sell |
1,730
-230
| -12% | -$11K | 0.09% | 83 |
|
2018
Q3 | $93K | Hold |
1,960
| – | – | 0.08% | 87 |
|
2018
Q2 | $94K | Sell |
1,960
-247
| -11% | -$11.8K | 0.08% | 91 |
|
2018
Q1 | $106K | Buy |
2,207
+60
| +3% | +$2.88K | 0.09% | 102 |
|
2017
Q4 | $105K | Hold |
2,147
| – | – | 0.09% | 106 |
|
2017
Q3 | $105K | Sell |
2,147
-440
| -17% | -$21.5K | 0.09% | 107 |
|
2017
Q2 | $126K | Buy |
2,587
+110
| +4% | +$5.36K | 0.11% | 98 |
|
2017
Q1 | $119K | Buy |
+2,477
| New | +$119K | 0.11% | 98 |
|