Keudell/Morrison Wealth Management’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
Q1 | – | Sell |
-6,000
| Closed | -$310K | – | 198 |
|
|
2021
Q4 | $310K | Hold |
6,000
| – | – | 0.12% | 136 |
|
|
2021
Q3 | $309K | Sell |
6,000
-600
| -9% | -$30.9K | 0.13% | 133 |
|
|
2021
Q2 | $344K | Hold |
6,600
| – | – | 0.19% | 126 |
|
|
2021
Q1 | $341K | Sell |
6,600
-2,073
| -24% | -$107K | 0.2% | 119 |
|
|
2020
Q4 | $455K | Hold |
8,673
| – | – | 0.29% | 95 |
|
|
2020
Q3 | $450K | Hold |
8,673
| – | – | 0.29% | 87 |
|
|
2020
Q2 | $448K | Sell |
8,673
-9,692
| -53% | -$501K | 0.37% | 87 |
|
|
2020
Q1 | $918K | Buy |
+18,365
| New | +$918K | 0.9% | 37 |
|