Summit Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,000
| Closed | -$229K | – | 554 |
|
|
2024
Q2 | $229K | Hold |
5,000
| – | – | 0.01% | 454 |
|
|
2024
Q1 | $232K | Sell |
5,000
-1,203
| -19% | -$55.9K | 0.01% | 350 |
|
|
2023
Q4 | $292K | Buy |
+6,203
| New | +$292K | 0.02% | 299 |
|
|
2022
Q4 | – | Sell |
-5,741
| Closed | -$253K | – | 267 |
|
|
2022
Q3 | $253K | Buy |
+5,741
| New | +$253K | 0.02% | 220 |
|