L.M. Kohn & Company’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,250
| Closed | -$282K | – | 300 |
|
2025
Q1 | $282K | Hold |
6,250
| – | – | 0.07% | 211 |
|
2024
Q4 | $285K | Sell |
6,250
-1,372
| -18% | -$62.6K | 0.07% | 203 |
|
2024
Q3 | $357K | Hold |
7,622
| – | – | 0.09% | 187 |
|
2024
Q2 | $349K | Sell |
7,622
-1,000
| -12% | -$45.8K | 0.09% | 179 |
|
2024
Q1 | $401K | Hold |
8,622
| – | – | 0.11% | 166 |
|
2023
Q4 | $405K | Buy |
8,622
+122
| +1% | +$5.73K | 0.13% | 143 |
|
2023
Q3 | $371K | Sell |
8,500
-1,000
| -11% | -$43.7K | 0.14% | 141 |
|
2023
Q2 | $439K | Hold |
9,500
| – | – | 0.17% | 133 |
|
2023
Q1 | $445K | Hold |
9,500
| – | – | 0.18% | 127 |
|
2022
Q4 | $433K | Hold |
9,500
| – | – | 0.2% | 122 |
|
2022
Q3 | $418K | Sell |
9,500
-1,500
| -14% | -$66K | 0.2% | 121 |
|
2022
Q2 | $505K | Hold |
11,000
| – | – | 0.24% | 107 |
|
2022
Q1 | $527K | Buy |
+11,000
| New | +$527K | 0.2% | 122 |
|