Lenox Wealth Advisors’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 | $364K | Buy |
7,678
+7,265
| +1,759% | +$344K | 0.05% | 78 |
|
|
2021
Q4 | $21K | Buy |
413
+35
| +9% | +$1.78K | ﹤0.01% | 388 |
|
|
2021
Q3 | $19K | Hold |
378
| – | – | ﹤0.01% | 370 |
|
|
2021
Q2 | $20K | Hold |
378
| – | – | ﹤0.01% | 365 |
|
|
2021
Q1 | $20K | Sell |
378
-158
| -29% | -$8.36K | ﹤0.01% | 314 |
|
|
2020
Q4 | $28K | Buy |
536
+134
| +33% | +$7K | ﹤0.01% | 262 |
|
|
2020
Q3 | $21K | Hold |
402
| – | – | ﹤0.01% | 280 |
|
|
2020
Q2 | $21K | Hold |
402
| – | – | ﹤0.01% | 285 |
|
|
2020
Q1 | $20K | Sell |
402
-526
| -57% | -$26.2K | ﹤0.01% | 265 |
|
|
2019
Q4 | $47K | Buy |
928
+526
| +131% | +$26.6K | 0.01% | 183 |
|
|
2019
Q3 | $20K | Hold |
402
| – | – | ﹤0.01% | 304 |
|
|
2019
Q2 | $20K | Sell |
402
-19
| -5% | -$945 | ﹤0.01% | 225 |
|
|
2019
Q1 | $21K | Hold |
421
| – | – | ﹤0.01% | 198 |
|
|
2018
Q4 | $20K | Sell |
421
-57
| -12% | -$2.71K | ﹤0.01% | 197 |
|
|
2018
Q3 | $23K | Sell |
478
-83
| -15% | -$3.99K | ﹤0.01% | 197 |
|
|
2018
Q2 | $27K | Sell |
561
-854
| -60% | -$41.1K | 0.01% | 221 |
|
|
2018
Q1 | $68K | Buy |
1,415
+1,088
| +333% | +$52.3K | 0.02% | 139 |
|
|
2017
Q4 | $16K | Sell |
327
-157
| -32% | -$7.68K | ﹤0.01% | 146 |
|
|
2017
Q3 | $24K | Buy |
+484
| New | +$24K | 0.01% | 66 |
|