Laurel Wealth Advisors (North Carolina)’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 | $1M | Buy |
44,670
+43,670
| +4,367% | +$978K | 0.01% | 264 |
|
|
2025
Q1 | $45.1K | Hold |
1,000
| – | – | 0.01% | 323 |
|
|
2024
Q4 | $45.6K | Hold |
1,000
| – | – | 0.01% | 322 |
|
|
2024
Q3 | $46.8K | Hold |
1,000
| – | – | 0.01% | 319 |
|
|
2024
Q2 | $45.8K | Sell |
1,000
-1,000
| -50% | -$45.8K | 0.01% | 301 |
|
|
2024
Q1 | $93K | Hold |
2,000
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $94K | Sell |
2,000
-2,600
| -57% | -$122K | 0.02% | 232 |
|
|
2023
Q3 | $201K | Sell |
4,600
-2,600
| -36% | -$114K | 0.04% | 167 |
|
|
2023
Q2 | $332K | Hold |
7,200
| – | – | 0.07% | 134 |
|
|
2023
Q1 | $337K | Buy |
7,200
+200
| +3% | +$9.36K | 0.07% | 133 |
|
|
2022
Q4 | $319K | Buy |
7,000
+1,305
| +23% | +$59.5K | 0.07% | 130 |
|
|
2022
Q3 | $251K | Sell |
5,695
-2,225
| -28% | -$98.1K | 0.06% | 137 |
|
|
2022
Q2 | $363K | Sell |
7,920
-21,330
| -73% | -$978K | 0.09% | 130 |
|
|
2022
Q1 | $1.4M | Hold |
29,250
| – | – | 0.29% | 75 |
|
|
2021
Q4 | $1.51M | Buy |
29,250
+13,100
| +81% | +$678K | 0.31% | 77 |
|
|
2021
Q3 | $833K | Buy |
16,150
+15,400
| +2,053% | +$794K | 0.18% | 98 |
|
|
2021
Q2 | $39K | Hold |
750
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $39K | Hold |
750
| – | – | 0.01% | 289 |
|
|
2020
Q4 | $39K | Hold |
750
| – | – | 0.01% | 279 |
|
|
2020
Q3 | $39K | Hold |
750
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $39K | Hold |
750
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $38K | Hold |
750
| – | – | 0.01% | 242 |
|
|
2019
Q4 | $38K | Hold |
750
| – | – | 0.01% | 269 |
|
|
2019
Q3 | $38K | Hold |
750
| – | – | 0.01% | 262 |
|
|
2019
Q2 | $38K | Hold |
750
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $37K | Hold |
750
| – | – | 0.01% | 263 |
|
|
2018
Q4 | $36K | Buy |
+750
| New | +$36K | 0.01% | 246 |
|