Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,941
| Closed | -$260K | – | 563 |
|
|
2023
Q3 | $260K | Sell |
5,941
-27,284
| -82% | -$1.19M | 0.02% | 415 |
|
|
2023
Q2 | $1.53M | Buy |
+33,225
| New | +$1.53M | 0.13% | 163 |
|
|
2022
Q4 | – | Sell |
-5,559
| Closed | -$245K | – | 512 |
|
|
2022
Q3 | $245K | Buy |
+5,559
| New | +$245K | 0.03% | 402 |
|
|
2022
Q1 | – | Sell |
-20,708
| Closed | -$1.07M | – | 570 |
|
|
2021
Q4 | $1.07M | Buy |
+20,708
| New | +$1.07M | 0.09% | 228 |
|
|
2018
Q4 | – | Sell |
-4,600
| Closed | -$218K | – | 364 |
|
|
2018
Q3 | $218K | Buy |
+4,600
| New | +$218K | 0.05% | 290 |
|
|
2018
Q2 | – | Sell |
-4,600
| Closed | -$221K | – | 313 |
|
|
2018
Q1 | $221K | Hold |
4,600
| – | – | 0.05% | 275 |
|
|
2017
Q4 | $225K | Buy |
+4,600
| New | +$225K | 0.05% | 257 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 958 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 925 |
|