Stratos 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
Q3 | – | Sell |
-4,460
| Closed | -$205K | – | 1224 |
|
|
2022
Q2 | $205K | Buy |
4,460
+270
| +6% | +$12.4K | 0.01% | 1075 |
|
|
2022
Q1 | $201K | Sell |
4,190
-33,834
| -89% | -$1.62M | ﹤0.01% | 1177 |
|
|
2021
Q4 | $1.97M | Buy |
+38,024
| New | +$1.97M | 0.04% | 357 |
|
|
2020
Q2 | – | Sell |
-7,574
| Closed | -$379K | – | 1036 |
|
|
2020
Q1 | $379K | Buy |
+7,574
| New | +$379K | 0.02% | 611 |
|
|
2019
Q2 | – | Sell |
-13,220
| Closed | -$651K | – | 996 |
|
|
2019
Q1 | $651K | Buy |
13,220
+700
| +6% | +$34.5K | 0.03% | 478 |
|
|
2018
Q4 | $602K | Sell |
12,520
-214,308
| -94% | -$10.3M | 0.03% | 458 |
|
|
2018
Q3 | $10.8M | Buy |
+226,828
| New | +$10.8M | 0.48% | 37 |
|
|
2018
Q2 | – | Sell |
-4,159
| Closed | -$200K | – | 2410 |
|
|
2018
Q1 | $200K | Buy |
4,159
+3,439
| +478% | +$165K | 0.01% | 896 |
|
|
2017
Q4 | $35K | Buy |
+720
| New | +$35K | ﹤0.01% | 1684 |
|