Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $928K | Sell |
18,560
-1,494
| -7% | -$74.7K | 0.35% | 37 |
|
|
2019
Q4 | $1.01M | Sell |
20,054
-300
| -1% | -$15.2K | 0.35% | 38 |
|
|
2019
Q3 | $1.03M | Sell |
20,354
-1,331
| -6% | -$67.5K | 0.4% | 34 |
|
|
2019
Q2 | $1.09M | Sell |
21,685
-3,040
| -12% | -$152K | 0.47% | 28 |
|
|
2019
Q1 | $1.22M | Sell |
24,725
-12,971
| -34% | -$639K | 0.59% | 22 |
|
|
2018
Q4 | $1.81M | Buy |
37,696
+25,640
| +213% | +$1.23M | 0.99% | 16 |
|
|
2018
Q3 | $572K | Buy |
12,056
+2,992
| +33% | +$142K | 0.44% | 40 |
|
|
2018
Q2 | $434K | Buy |
9,064
+389
| +4% | +$18.6K | 0.4% | 48 |
|
|
2018
Q1 | $417K | Buy |
8,675
+990
| +13% | +$47.6K | 0.41% | 45 |
|
|
2017
Q4 | $376K | Buy |
+7,685
| New | +$376K | 0.41% | 47 |
|