Ironwood Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$44 | – | 45 |
|
|
2023
Q3 | $44 | Sell |
1
-10,097
| -100% | -$444K | ﹤0.01% | 46 |
|
|
2023
Q2 | $466K | Sell |
10,098
-2,806
| -22% | -$130K | 0.17% | 27 |
|
|
2023
Q1 | $604K | Buy |
12,904
+644
| +5% | +$30.2K | 0.24% | 27 |
|
|
2022
Q4 | $559K | Buy |
12,260
+4,397
| +56% | +$201K | 0.23% | 28 |
|
|
2022
Q3 | $361K | Hold |
7,863
| – | – | 0.16% | 28 |
|
|
2022
Q2 | $361K | Buy |
7,863
+7,817
| +16,993% | +$359K | 0.16% | 28 |
|
|
2022
Q1 | $2K | Sell |
46
-39
| -46% | -$1.7K | ﹤0.01% | 54 |
|
|
2021
Q4 | $3K | Buy |
85
+49
| +136% | +$1.73K | ﹤0.01% | 48 |
|
|
2021
Q3 | $2K | Sell |
36
-34
| -49% | -$1.89K | ﹤0.01% | 49 |
|
|
2021
Q2 | $4K | Buy |
70
+49
| +233% | +$2.8K | ﹤0.01% | 48 |
|
|
2021
Q1 | $1K | Buy |
21
+20
| +2,000% | +$952 | ﹤0.01% | 47 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 51 |
|
|
2020
Q1 | – | Sell |
-11,317
| Closed | -$572K | – | 53 |
|
|
2019
Q4 | $572K | Sell |
11,317
-118
| -1% | -$5.96K | 0.4% | 25 |
|
|
2019
Q3 | $580K | Sell |
11,435
-115
| -1% | -$5.83K | 0.43% | 24 |
|
|
2019
Q2 | $579K | Sell |
11,550
-6,248
| -35% | -$313K | 0.44% | 22 |
|
|
2019
Q1 | $877K | Sell |
17,798
-1,008
| -5% | -$49.7K | 0.75% | 19 |
|
|
2018
Q4 | $905K | Sell |
18,806
-9,676
| -34% | -$466K | 0.87% | 18 |
|
|
2018
Q3 | $1.35M | Buy |
28,482
+1,746
| +7% | +$82.9K | 1.19% | 17 |
|
|
2018
Q2 | $1.28M | Buy |
+26,736
| New | +$1.28M | 1.2% | 18 |
|
|
2017
Q3 | $963K | Buy |
+19,695
| New | +$963K | 0.9% | 18 |
|