Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-313
| Closed | -$15K | – | 558 |
|
|
2019
Q1 | $15K | Hold |
313
| – | – | 0.01% | 461 |
|
|
2018
Q4 | $15K | Hold |
313
| – | – | 0.01% | 449 |
|
|
2018
Q3 | $15K | Sell |
313
-16
| -5% | -$767 | 0.01% | 468 |
|
|
2018
Q2 | $16K | Hold |
329
| – | – | 0.01% | 485 |
|
|
2018
Q1 | $16K | Buy |
+329
| New | +$16K | 0.01% | 466 |
|
|
2016
Q3 | – | Sell |
-102
| Closed | -$6K | – | 783 |
|
|
2016
Q2 | $6K | Hold |
102
| – | – | ﹤0.01% | 587 |
|
|
2016
Q1 | $5K | Sell |
102
-1
| -1% | -$49 | ﹤0.01% | 603 |
|
|
2015
Q4 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 618 |
|