Paulson 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
Q4 | – | Sell |
-5,457
| Closed | -$240K | – | 93 |
|
|
2022
Q3 | $240K | Sell |
5,457
-12,438
| -70% | -$547K | 0.13% | 68 |
|
|
2022
Q2 | $821K | Hold |
17,895
| – | – | 0.43% | 23 |
|
|
2022
Q1 | $857K | Hold |
17,895
| – | – | 0.39% | 25 |
|
|
2021
Q4 | $926K | Sell |
17,895
-1,374
| -7% | -$71.1K | 0.41% | 26 |
|
|
2021
Q3 | $994K | Hold |
19,269
| – | – | 0.47% | 27 |
|
|
2021
Q2 | $1M | Hold |
19,269
| – | – | 0.49% | 25 |
|
|
2021
Q1 | $1.01M | Sell |
19,269
-96
| -0.5% | -$5.01K | 0.5% | 25 |
|
|
2020
Q4 | $1.02M | Hold |
19,365
| – | – | 0.59% | 21 |
|
|
2020
Q3 | $1.01M | Hold |
19,365
| – | – | 0.65% | 27 |
|
|
2020
Q2 | $1M | Sell |
19,365
-302
| -2% | -$15.6K | 0.7% | 26 |
|
|
2020
Q1 | $1M | Sell |
19,667
-1,030
| -5% | -$52.4K | 0.77% | 25 |
|
|
2019
Q4 | $1.06M | Sell |
20,697
-1,076
| -5% | -$55.1K | 0.75% | 25 |
|
|
2019
Q3 | $1.1M | Sell |
21,773
-7
| -0% | -$355 | 0.83% | 21 |
|
|
2019
Q2 | $1.1M | Sell |
21,780
-3
| -0% | -$151 | 0.82% | 19 |
|
|
2019
Q1 | $1.07M | Sell |
21,783
-1,449
| -6% | -$71.4K | 0.81% | 21 |
|
|
2018
Q4 | $1.12M | Sell |
23,232
-306
| -1% | -$14.8K | 0.93% | 25 |
|
|
2018
Q3 | $1.11M | Buy |
23,538
+906
| +4% | +$42.7K | 0.99% | 25 |
|
|
2018
Q2 | $1.09M | Sell |
22,632
-2,340
| -9% | -$112K | 1.07% | 24 |
|
|
2018
Q1 | $1.2M | Sell |
24,972
-1,621
| -6% | -$77.8K | 1.19% | 21 |
|
|
2017
Q4 | $1.3M | Buy |
+26,593
| New | +$1.3M | 1.14% | 21 |
|