Principle 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 |
-4,680
| Closed | -$224K | – | 327 |
|
|
2022
Q1 | $224K | Hold |
4,680
| – | – | 0.02% | 297 |
|
|
2021
Q4 | $242K | Buy |
4,680
+262
| +6% | +$13.5K | 0.03% | 289 |
|
|
2021
Q3 | $228K | Hold |
4,418
| – | – | 0.03% | 291 |
|
|
2021
Q2 | $230K | Hold |
4,418
| – | – | 0.03% | 292 |
|
|
2021
Q1 | $228K | Hold |
4,418
| – | – | 0.03% | 268 |
|
|
2020
Q4 | $232K | Buy |
+4,418
| New | +$232K | 0.03% | 254 |
|