Personal Wealth Partners’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
Q2 | – | Sell |
-17,533
| Closed | -$839K | – | 60 |
|
|
2022
Q1 | $839K | Buy |
17,533
+107
| +0.6% | +$5.12K | 0.37% | 31 |
|
|
2021
Q4 | $901K | Sell |
17,426
-1,158
| -6% | -$59.9K | 0.37% | 33 |
|
|
2021
Q3 | $958K | Buy |
18,584
+1,854
| +11% | +$95.6K | 0.4% | 30 |
|
|
2021
Q2 | $872K | Buy |
16,730
+216
| +1% | +$11.3K | 0.35% | 34 |
|
|
2021
Q1 | $853K | Sell |
16,514
-270
| -2% | -$13.9K | 0.38% | 34 |
|
|
2020
Q4 | $881K | Buy |
16,784
+2,397
| +17% | +$126K | 0.41% | 25 |
|
|
2020
Q3 | $747K | Buy |
14,387
+812
| +6% | +$42.2K | 0.39% | 26 |
|
|
2020
Q2 | $701K | Sell |
13,575
-578
| -4% | -$29.8K | 0.38% | 27 |
|
|
2020
Q1 | $708K | Sell |
14,153
-319
| -2% | -$16K | 0.43% | 26 |
|
|
2019
Q4 | $732K | Buy |
14,472
+259
| +2% | +$13.1K | 0.32% | 34 |
|
|
2019
Q3 | $720K | Buy |
+14,213
| New | +$720K | 0.33% | 34 |
|