Phillips Financial 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
Q3 | – | Sell |
-944
| Closed | -$43.6K | – | 244 |
|
|
2023
Q2 | $43.6K | Hold |
944
| – | – | ﹤0.01% | 192 |
|
|
2023
Q1 | $44.2K | Hold |
944
| – | – | ﹤0.01% | 194 |
|
|
2022
Q4 | $43.1K | Sell |
944
-1,290
| -58% | -$58.8K | ﹤0.01% | 183 |
|
|
2022
Q3 | $98K | Buy |
+2,234
| New | +$98K | 0.01% | 162 |
|
|
2016
Q1 | – | Sell |
-5,133
| Closed | -$252K | – | 63 |
|
|
2015
Q4 | $252K | Sell |
5,133
-1,290
| -20% | -$63.3K | 0.08% | 58 |
|
|
2015
Q3 | $310K | Buy |
+6,423
| New | +$310K | 0.09% | 61 |
|