Icon Wealth Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $309K | Hold |
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2023
Q2 | $327K | Hold |
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2023
Q1 | $331K | Buy |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $367K | Sell |
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|
2021
Q3 | $395K | Sell |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $396K | Sell |
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|
2020
Q4 | $402K | Hold |
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|
2020
Q3 | $398K | Hold |
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|
2020
Q2 | $396K | Buy |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $392K | Buy |
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|
2019
Q2 | $387K | Hold |
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|
2019
Q1 | $381K | Sell |
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|
2018
Q4 | $516K | Sell |
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|
2018
Q3 | $864K | Buy |
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|
2018
Q2 | $730K | Sell |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.26M | Buy |
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