Physician Wealth Advisors’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 |
-4,388
| Closed | -$202K | – | 161 |
|
|
2022
Q1 | $202K | Buy |
+4,388
| New | +$202K | 0.05% | 151 |
|
|
2020
Q4 | – | Sell |
-4,190
| Closed | -$216K | – | 150 |
|
|
2020
Q3 | $216K | Sell |
4,190
-15
| -0.4% | -$773 | 0.09% | 122 |
|
|
2020
Q2 | $221K | Buy |
+4,205
| New | +$221K | 0.09% | 122 |
|
|
2020
Q1 | – | Sell |
-4,691
| Closed | -$239K | – | 124 |
|
|
2019
Q4 | $239K | Buy |
4,691
+231
| +5% | +$11.8K | 0.11% | 100 |
|
|
2019
Q3 | $226K | Buy |
+4,460
| New | +$226K | 0.11% | 96 |
|