Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-183
| Closed | -$9K | – | 1007 |
|
|
2021
Q3 | $9K | Sell |
183
-101
| -36% | -$4.97K | ﹤0.01% | 851 |
|
|
2021
Q2 | $15K | Buy |
284
+104
| +58% | +$5.49K | 0.01% | 574 |
|
|
2021
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 622 |
|
|
2020
Q4 | $9K | Buy |
180
+1
| +0.6% | +$50 | ﹤0.01% | 617 |
|
|
2020
Q3 | $9K | Buy |
+179
| New | +$9K | 0.01% | 540 |
|
|
2020
Q2 | – | Sell |
-3,246
| Closed | -$162K | – | 980 |
|
|
2020
Q1 | $162K | Sell |
3,246
-41
| -1% | -$2.05K | 0.14% | 100 |
|
|
2019
Q4 | $166K | Hold |
3,287
| – | – | 0.13% | 118 |
|
|
2019
Q3 | $167K | Buy |
3,287
+3,246
| +7,917% | +$165K | 0.16% | 106 |
|
|
2019
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 777 |
|