GWP
Gateway Wealth Partners’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,325
| Closed | -$670K | – | 275 |
|
|
2023
Q3 | $670K | Sell |
15,325
-6,482
| -30% | -$283K | 0.12% | 107 |
|
|
2023
Q2 | $1.01M | Sell |
21,807
-2,277
| -9% | -$105K | 0.18% | 82 |
|
|
2023
Q1 | $1.13M | Sell |
24,084
-5,178
| -18% | -$242K | 0.17% | 72 |
|
|
2022
Q4 | $1.33M | Buy |
+29,262
| New | +$1.33M | 0.23% | 57 |
|