PWG
Private Wealth Group’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-82,922
| Closed | -$4.2M | – | 35 |
|
2019
Q3 | $4.2M | Buy |
82,922
+896
| +1% | +$45.4K | 3.76% | 8 |
|
2019
Q2 | $4.11M | Sell |
82,026
-4,525
| -5% | -$227K | 3.74% | 8 |
|
2019
Q1 | $4.27M | Sell |
86,551
-301,424
| -78% | -$14.9M | 3.91% | 7 |
|
2018
Q4 | $18.7M | Buy |
+387,975
| New | +$18.7M | 18.31% | 3 |
|
2018
Q3 | – | Sell |
-90,659
| Closed | -$4.35M | – | 28 |
|
2018
Q2 | $4.35M | Buy |
+90,659
| New | +$4.35M | 4.15% | 10 |
|
2018
Q1 | – | Sell |
-93,213
| Closed | -$4.57M | – | 25 |
|
2017
Q4 | $4.57M | Buy |
+93,213
| New | +$4.57M | 5.26% | 6 |
|