FSA Wealth Management’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
Q1 | $2.19K | Hold |
47
| – | – | ﹤0.01% | 536 |
|
|
2023
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 542 |
|
|
2023
Q1 | – | Sell |
-11,880
| Closed | -$542K | – | 46 |
|
|
2022
Q4 | $542K | Sell |
11,880
-3,177
| -21% | -$145K | 0.32% | 22 |
|
|
2022
Q3 | $662K | Sell |
15,057
-349
| -2% | -$15.3K | 0.46% | 23 |
|
|
2022
Q2 | $706K | Sell |
15,406
-59,926
| -80% | -$2.75M | 1.96% | 11 |
|
|
2022
Q1 | $3.9M | Hold |
75,332
| – | – | 2.27% | 13 |
|
|
2021
Q4 | $3.9M | Sell |
75,332
-6,843
| -8% | -$354K | 2.27% | 13 |
|
|
2021
Q3 | $4.24M | Sell |
82,175
-887
| -1% | -$45.7K | 2.64% | 11 |
|
|
2021
Q2 | $4.33M | Sell |
83,062
-551
| -0.7% | -$28.7K | 2.72% | 11 |
|
|
2021
Q1 | $4.32M | Sell |
83,613
-57
| -0.1% | -$2.94K | 2.89% | 11 |
|
|
2020
Q4 | $4.39M | Sell |
83,670
-193
| -0.2% | -$10.1K | 2.2% | 11 |
|
|
2020
Q3 | $4.36M | Sell |
83,863
-2,189
| -3% | -$114K | 2.8% | 11 |
|
|
2020
Q2 | $4.45M | Sell |
86,052
-507
| -0.6% | -$26.2K | 3.02% | 10 |
|
|
2020
Q1 | $4.33M | Sell |
86,559
-1,511
| -2% | -$75.6K | 3.63% | 6 |
|
|
2019
Q4 | $4.46M | Buy |
+88,070
| New | +$4.46M | 3.14% | 7 |
|