Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,371
| Closed | -$269K | – | 439 |
|
|
2019
Q2 | $269K | Hold |
5,371
| – | – | 0.05% | 343 |
|
|
2019
Q1 | $265K | Sell |
5,371
-717
| -12% | -$35.4K | 0.04% | 379 |
|
|
2018
Q4 | $293K | Sell |
6,088
-1,000
| -14% | -$48.1K | 0.06% | 290 |
|
|
2018
Q3 | $337K | Hold |
7,088
| – | – | 0.07% | 277 |
|
|
2018
Q2 | $340K | Hold |
7,088
| – | – | 0.08% | 250 |
|
|
2018
Q1 | $340K | Hold |
7,088
| – | – | 0.08% | 244 |
|
|
2017
Q4 | $347K | Buy |
7,088
+2,306
| +48% | +$113K | 0.12% | 227 |
|
|
2017
Q3 | $234K | Hold |
4,782
| – | – | 0.1% | 242 |
|
|
2017
Q2 | $233K | Buy |
+4,782
| New | +$233K | 0.12% | 218 |
|