Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,506
| Closed | -$436K | – | 343 |
|
|
2022
Q2 | $436K | Sell |
9,506
-15,983
| -63% | -$733K | 0.02% | 209 |
|
|
2022
Q1 | $1.22M | Buy |
25,489
+968
| +4% | +$46.3K | 0.05% | 142 |
|
|
2021
Q4 | $1.27M | Buy |
24,521
+27
| +0.1% | +$1.4K | 0.05% | 152 |
|
|
2021
Q3 | $1.26M | Hold |
24,494
| – | – | 0.06% | 93 |
|
|
2021
Q2 | $1.28M | Buy |
24,494
+1,219
| +5% | +$63.5K | 0.07% | 92 |
|
|
2021
Q1 | $1.2M | Buy |
23,275
+420
| +2% | +$21.7K | 0.08% | 83 |
|
|
2020
Q4 | $1.2M | Buy |
+22,855
| New | +$1.2M | 0.1% | 81 |
|