Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,257
| Closed | -$361K | – | 57 |
|
|
2023
Q3 | $361K | Buy |
8,257
+51
| +0.6% | +$2.23K | 0.3% | 48 |
|
|
2023
Q2 | $379K | Buy |
8,206
+197
| +2% | +$9.09K | 0.3% | 54 |
|
|
2023
Q1 | $375K | Sell |
8,009
-1,069
| -12% | -$50.1K | 0.36% | 47 |
|
|
2022
Q4 | $414K | Sell |
9,078
-662
| -7% | -$30.2K | 0.42% | 44 |
|
|
2022
Q3 | $428K | Buy |
9,740
+14
| +0.1% | +$615 | 0.4% | 45 |
|
|
2022
Q2 | $446K | Sell |
9,726
-5,089
| -34% | -$233K | 0.58% | 37 |
|
|
2022
Q1 | $709K | Sell |
14,815
-2,263
| -13% | -$108K | 0.48% | 48 |
|
|
2021
Q4 | $883K | Buy |
17,078
+1,881
| +12% | +$97.3K | 0.59% | 44 |
|
|
2021
Q3 | $784K | Buy |
15,197
+810
| +6% | +$41.8K | 0.61% | 45 |
|
|
2021
Q2 | $750K | Buy |
14,387
+552
| +4% | +$28.8K | 0.59% | 45 |
|
|
2021
Q1 | $715K | Buy |
13,835
+2,575
| +23% | +$133K | 0.61% | 34 |
|
|
2020
Q4 | $591K | Sell |
11,260
-86
| -0.8% | -$4.51K | 0.48% | 35 |
|
|
2020
Q3 | $589K | Buy |
11,346
+236
| +2% | +$12.3K | 0.52% | 34 |
|
|
2020
Q2 | $574K | Buy |
11,110
+546
| +5% | +$28.2K | 0.57% | 30 |
|
|
2020
Q1 | $528K | Buy |
10,564
+32
| +0.3% | +$1.6K | 0.64% | 27 |
|
|
2019
Q4 | $539K | Buy |
+10,532
| New | +$539K | 0.49% | 29 |
|