Simon Quick 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 |
-7,152
| Closed | -$313K | – | 380 |
|
|
2023
Q3 | $313K | Buy |
+7,152
| New | +$313K | 0.03% | 226 |
|
|
2020
Q1 | – | Sell |
-690
| Closed | -$35K | – | 694 |
|
|
2019
Q4 | $35K | Buy |
690
+44
| +7% | +$2.23K | 0.01% | 267 |
|
|
2019
Q3 | $33K | Buy |
646
+3
| +0.5% | +$153 | 0.01% | 209 |
|
|
2019
Q2 | $32.2K | Buy |
643
+13
| +2% | +$651 | 0.02% | 141 |
|
|
2019
Q1 | $31K | Buy |
+630
| New | +$31K | 0.01% | 257 |
|