Gerber Kawasaki Wealth & Investment 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 | – | Sell |
-5,285
| Closed | -$248K | – | 297 |
|
|
2023
Q4 | $248K | Sell |
5,285
-376
| -7% | -$17.7K | 0.01% | 225 |
|
|
2023
Q3 | $247K | Sell |
5,661
-2,227
| -28% | -$97.3K | 0.02% | 217 |
|
|
2023
Q2 | $364K | Sell |
7,888
-158,350
| -95% | -$7.31M | 0.02% | 182 |
|
|
2023
Q1 | $7.78M | Sell |
166,238
-40,675
| -20% | -$1.9M | 0.62% | 43 |
|
|
2022
Q4 | $9.44M | Buy |
+206,913
| New | +$9.44M | 0.84% | 37 |
|
|
2021
Q4 | – | Sell |
-2,150
| Closed | -$110K | – | 1004 |
|
|
2021
Q3 | $110K | Buy |
+2,150
| New | +$110K | 0.01% | 228 |
|