Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,527
| Closed | -$426K | – | 197 |
|
|
2020
Q1 | $426K | Sell |
8,527
-5,077
| -37% | -$254K | 0.14% | 112 |
|
|
2019
Q4 | $688K | Sell |
13,604
-647
| -5% | -$32.7K | 0.21% | 78 |
|
|
2019
Q3 | $722K | Sell |
14,251
-74
| -0.5% | -$3.75K | 0.24% | 70 |
|
|
2019
Q2 | $718K | Buy |
14,325
+2,870
| +25% | +$144K | 0.25% | 67 |
|
|
2019
Q1 | $565K | Buy |
11,455
+1,549
| +16% | +$76.4K | 0.19% | 91 |
|
|
2018
Q4 | $477K | Sell |
9,906
-3,176
| -24% | -$153K | 0.22% | 76 |
|
|
2018
Q3 | $621K | Buy |
+13,082
| New | +$621K | 0.19% | 97 |
|