Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.38M | Sell |
49,574
-13,708
| -22% | -$658K | 1.53% | 22 |
|
|
2017
Q4 | $3.1M | Buy |
63,282
+3,601
| +6% | +$176K | 1.92% | 16 |
|
|
2017
Q3 | $2.92M | Buy |
59,681
+554
| +0.9% | +$27.1K | 1.93% | 15 |
|
|
2017
Q2 | $2.88M | Buy |
59,127
+4,967
| +9% | +$242K | 1.97% | 15 |
|
|
2017
Q1 | $2.6M | Buy |
54,160
+8,187
| +18% | +$392K | 1.89% | 13 |
|
|
2016
Q4 | $2.18M | Sell |
45,973
-21,624
| -32% | -$1.03M | 1.83% | 18 |
|
|
2016
Q3 | $3.39M | Buy |
67,597
+11,057
| +20% | +$554K | 2.57% | 7 |
|
|
2016
Q2 | $2.86M | Buy |
56,540
+2,769
| +5% | +$140K | 2.36% | 9 |
|
|
2016
Q1 | $2.65M | Buy |
53,771
+20,787
| +63% | +$1.03M | 2.48% | 9 |
|
|
2015
Q4 | $1.61M | Buy |
+32,984
| New | +$1.61M | 1.53% | 17 |
|