Intergy Private Wealth’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
2022
Q4
Sell
-6,109
Closed -$269K 69
2022
Q3
$269K Sell
6,109
-383
-6% -$16.9K 0.19% 54
2022
Q2
$298K Sell
6,492
-26,275
-80% -$1.21M 0.24% 53
2022
Q1
$1.57M Buy
32,767
+14,978
+84% +$717K 1.09% 19
2021
Q4
$920K Buy
+17,789
New +$920K 0.72% 30